Trainee Financial Planning Technician

Bell Cornwall Recruitment
Stoke Heath
12 Apr 2018
11 May 2018
Contract Type
Full Time

Bell Cornwall Recruitment is currently handling an exciting Trainee Financial Planning Technician position within a Financial Services business based in Bromsgrove. This particular company offers excellent progression and is now seeking to further expand their team.

Do you have experience in a customer-facing environment? If so, then this role would be an excellent opportunity to further your career. The successful individual will also be able to demonstrate knowledge and interest in personal financial planning.

Trainee Financial Planning Technician Responsibilities:

  • Developing a thorough understanding of the firm's Advice Guidance, as and when delivered
  • Working towards active participation and delivery of comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
  • Supporting Financial Planning Technicians in their delivery of financial research to IFAs, through the collation and analysis of data and the contribution to the production of complex suitability reports
  • Participating in firm research projects, adhering to set deadlines, as and if required
  • Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress

If a Trainee Financial Planning Technician position is something that interests you then please get in touch ASAP!

Interested? Please click the 'APPLY' button now!

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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