Trainee Financial Planner
HybridAltrincham, England, United Kingdom
Job Summary
Conduct client and meeting support by preparing materials, drafting planning proposals, and managing CRM records under supervision. Research products and investments to generate quotations and suitability reports, then track implementation of recommendations including paperwork and trading instructions. Operate within strict ethical and compliance frameworks, ensuring AML/KYC requirements are satisfied and escalating risks promptly. Maintain accurate client files and follow internal quality standards while collaborating with paraplanning teams. Collaborate with consultants on sales meetings and technical updates, adhering to FCA Conduct Rules and Brooks Macdonald Code of Conduct.
Required Qualifications
- Diploma (Level 4) qualified or actively working towards it
- commitment to achieving Chartered status
- support by the Academy
- experience in an IFA practice or similar environment
- familiarity with Intelliflo (IO)
- familiarity with cash-flow tools (e.g., Voyant)
- familiarity with analytics
- Strong written and verbal communication
- ability to explain technical concepts clearly
- Excellent time management
- organisation
- attention to detail
- proactive
- collaborative
- client-focused mindset
- Persuasive
- well informed about the products and services offered by the company
- Strong time management skills
- ability to work within the constraints of specific deadlines
- a proactive and positive approach
- Good commercial understanding
- commercial mindset
- Excellent communication skills
- consultative approach
- able to influence others to support objectives
- Confident
- able to work alongside key stakeholders within the business and target markets
- Collaboration
- required to be in the office 3 days a week
- each team having a core in-office day per week
Desired Qualifications
- Diploma (Level 4) qualified or actively working towards it; commitment to achieving Chartered status (supported by the Academy)
- Experience in an IFA practice or similar environment is advantageous
- familiarity with Intelliflo (IO), cash‐flow tools (e.g., Voyant) and analytics is beneficial
- Strong written and verbal communication; ability to explain technical concepts clearly
- Excellent time management, organisation and attention to detail; proactive, collaborative and client‐focused mindset
- Persuasive and well informed about the products and services offered by the company
- Strong time management skills with an ability to work within the constraints of specific deadlines
- A proactive and positive approach
- Good commercial understanding and mindset
- Excellent communication skills, consultative approach and able to influence others to support objectives
- Confident and able to work alongside key stakeholders within the business and target markets
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