Job Description
Trainee Financial Planner - London
*Are you looking for a rewarding career as a Financial Planner? Do you hold or are you close to achieving your CII Diploma in Regulated Financial Planning? Are you looking for a business that will invest in your future and support your ambition to become a Chartered Financial Planner? If so, please keep reading!
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Attivo is looking to recruit several Trainee Financial Planners in various locations due to an exciting period of expansion. This is an intensive training programme, during which you will be taught all the skills required to become a successful Financial Planner including carrying out the advice process, building client relationships, and influencing and negotiation skills.
Training will also include time within our Paraplanning team, giving you a well-rounded education in Financial Planning. Following completion of the training programme, you will begin your career as a Financial Planner with Attivo Financial Planning. This is a salaried role and all clients are provided, making it a fantastic opportunity to become a member of our team and develop your career.
As a business, we fully support hybrid working and have both working from home and flexible working policies. For this particular role, we would expect the candidate to be based at our London office two days per week and working from home or travelling in and around the London area to meet with clients the remainder of the week.
We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.
Main responsibilities
- Meet with new and acquired clients to assist with the on-boarding process. Attend meetings to integrate clients and understand their individual requirements as well as manage the next stages as their point of contact
- As the first point of contact for many clients, understand their circumstances and requirements, and articulate how we can help satisfy their often-complex needs with appropriate advice or services
- Carry out fact finding and risk assessments to assist Financial Planners for their 1st meeting with new and acquired clients
- Collate, process and monitor the required documentation to ensure client is successfully integrated and that the Financial Planner and client are prepared for Financial Planning meetings
- Qualify and monitor new business opportunities to generate new private and corporate clients for the Group, using existing relationships and connections
- Attend events and contact targeted businesses
- Help internal stakeholders to understand prospective client’s circumstances, requirements and personalities, in order to increase client retention
- Maintain good relationships with vendors who have sold their business to Attivo Financial Planning
- Update and maintain client records in our back office and provider systems
Qualifications, skills and experience
- Minimum 5 GCSEs graded A-B, or equivalent, including Maths and English
- Diploma in Regulated Financial Planning (R01-R06)
- Ideally experience in a client facing role
- Excellent written and verbal communication skills
- Ability to work under pressure with a high level of accuracy
- Strong analytical and research skills
- Good organisational, time management, and caseload management skills
- Ability to work on own initiative, sometimes for long time periods
- Professional, ethical and discreet
- Ability to build and maintain ongoing client relationships
- Ability to work well under pressure whilst maintaining excellent attention to detail
- A full driving licence
- Educated to degree level would be an advantage
Salary and benefits
£35,000 to £40,000 depending on experience and qualifications.
Attivo Group also offers:
- Excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Regular company social events
- Charity days
- Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy
Attivo Group Limited is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history , criminal records, UK directorship and disqualifications check.
Attivo Group do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy
If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.
We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.
Unless you request us not to do so, we may also contact those individuals who are referred to in any information you provide us with, for example referees. This contact may be made by telephone, e-mail or post. We will only do this if we have your express permission to contact them in this way.
Please visit our website to view our full privacy policy for prospective employees.
Job Type: Full-time
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