Graduate Financial planner

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)