Graduate Trainee – Financial Planning/Wealth Management (Summer 2017 Intake)
We have an excellent opportunity for a graduate trainee to join our Financial Planning and Wealth Management department. The successful applicant will be sponsored through an industry related qualification over a three year period. We are an award winning professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.
Financial Planning and Wealth Management
Preston
Full time
£competitive
Benefits package upon qualification
Working
as part of a team to deliver first class client service, the key elements of
the role include:
- Research of products and funds
- Obtaining illustrations and quotations
-
Preparation of suitability letters and
reports
- Liaising on technical issues, both internally
and externally
- Keeping up to date with legislative and
regulatory issues
- Ensuring that research and reports are
compliant with internal processes and legislative requirements
- Dealing with technical queries in the absence
of the consultant team
Study
support will also be provided for the chosen individual to achieve the relevant
Financial Planning industry qualifications.
To
be considered for this position, applicants will need to have (or expecting to
achieve) a 2:1 degree, preferably in a business/economics or finance related
subject, be IT literate and highly numerate.
The successful candidate
will need to be able to manage their own workload and work well under pressure,
be highly organised, attentive to detail and have the commitment to learning
and self-improvement whilst working effectively as part of the wider team.
Previous office or
client facing experience will be advantageous.
We are looking to recruit as soon as possible and will make an
appointment as soon as a suitable candidate is found.