Due to security issues and the nature of the industry many of our clients require us to maintain their anonymity until a CV has been submitted. If you need more details about our current opportunities please submit your CV here. We will not put you forward to the client until we’ve discussed the role with you in more detail and you have agreed that it is a position you would like to apply for. We are only permitted to disclose certain information when we believe the candidate is qualified and is likely to reach the interview stage.

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Trainee Financial Planner

Location: Leatherhead, West Sussex

Hudson Shribman is currently looking for a Trainee Financial Planner to join our Surrey based client permanently.

Key Responsibilities:

  • Assist the Financial Planner with all preparatory client analysis and recommendations

  • Pro-actively review the client’s financial arrangements with regard to pension, investment and
    general insurance policies/plans

  • Assist with the preparation of all suitability letters and implementation reports

  • Draft all in-house reports and recommendations for the Financial Planner to check

  • Lead the annual review of client tax allowance planning

  • Act as a primary point of client contact

  • Communicate effectively with clients to obtain all personal financial information

  • Attending client meetings when required

  • Fulfil all action points from client meetings and monitor all application forms sent out

  • Work with your Client Service Assistant to ensure all work is carried out in a timely manner to
    ensure the delivery of the Financial Success Programme

  • Dealing with client correspondence within SLAs

  • Be responsible for client record-keeping accuracy and completeness in the office’s database
    system

  • Using the office’s computerised diary and task allocation system

  • Assist with booking the Financial Planner appointments

  • Undertake additional project work – as and when required


 

The Successful Applicant:

Essential: 

  • The unrestricted right to work in the UK

  • English at mother tongue or equivalent level

  • 2 years + experience at an Advisory or Wealth Management Firm

  • Minimum of 2 industry-recognised exams

  • A high standard of proficiency with Microsoft Office products


Desirable:

  •  Degree level educated

  • Strong knowledge of Advisor Office and Cash flow modelling software e.g. Voyant


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