Job Description
Full job description
Overview
Our client are seeking a intelligent and motivated graduate to join their successful and expanding team. This is a trainee role where you will be expected to have a passion for Financial planning. You will learn every aspect of financial planning from administration to client meetings and complex financial planning strategies.
Below is a list of duties conducted by a financial planner.
Conduct comprehensive assessments of clients' financial situations, including income, expenses, assets, and liabilities.
Develop customised financial plans that align with clients' goals and risk tolerance.
Provide ongoing support and guidance to clients, adjusting plans as necessary to reflect changes in their circumstances or market conditions.
Stay informed about industry trends, regulations, and best practices to ensure compliance and provide the best advice.
Build and maintain strong relationships with clients through regular communication and exceptional service.
Collaborate with other professionals, such as accountants and solicitors, to provide holistic financial solutions.
Educate clients on various financial products and services, including investments, insurance, retirement planning, and estate planning.
Requirements
Strong knowledge of financial planning principles and investment strategies.
Excellent analytical skills with the ability to interpret complex financial data.
Exceptional communication skills, both verbal and written.
A proactive approach to problem-solving.
Desire to study for and pass financial services qualifications.
Strong ethics.
Job Types: Full-time, Permanent
Pay: £25,000.00-£30,000.00 per year
Benefits:
Company pension
Education:
Bachelor's (preferred)
Work authorisation:
United Kingdom (required)
Location:
Manchester M4 4BE (required)
Overview
Our client are seeking a intelligent and motivated graduate to join their successful and expanding team. This is a trainee role where you will be expected to have a passion for Financial planning. You will learn every aspect of financial planning from administration to client meetings and complex financial planning strategies.
Below is a list of duties conducted by a financial planner.
Conduct comprehensive assessments of clients' financial situations, including income, expenses, assets, and liabilities.
Develop customised financial plans that align with clients' goals and risk tolerance.
Provide ongoing support and guidance to clients, adjusting plans as necessary to reflect changes in their circumstances or market conditions.
Stay informed about industry trends, regulations, and best practices to ensure compliance and provide the best advice.
Build and maintain strong relationships with clients through regular communication and exceptional service.
Collaborate with other professionals, such as accountants and solicitors, to provide holistic financial solutions.
Educate clients on various financial products and services, including investments, insurance, retirement planning, and estate planning.
Requirements
Strong knowledge of financial planning principles and investment strategies.
Excellent analytical skills with the ability to interpret complex financial data.
Exceptional communication skills, both verbal and written.
A proactive approach to problem-solving.
Desire to study for and pass financial services qualifications.
Strong ethics.
Job Types: Full-time, Permanent
Pay: £25,000.00-£30,000.00 per year
Benefits:
Company pension
Education:
Bachelor's (preferred)
Work authorisation:
United Kingdom (required)
Location:
Manchester M4 4BE (required)
💡 Quick Summary
Seeking a career-building opportunity? The Graduate Financial planner position is now open for candidates interested in the Accountant Jobs sector. This role in Manchester offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
