Foundation Trainee Financial Services

During your Client Support placement, you'll learn how to deliver an exceptional client experience by:

Answering incoming calls from clients and providers professionally and efficiently.

Maintaining and updating client records across internal systems.

Processing client instructions, including withdrawals, contributions, valuations and reporting requests.

Liaising with platform providers and product providers to obtain information and resolve queries.

Submitting and tracking new business applications.

Investigating and progressing outstanding cases through to completion.

Providing regular updates to clients and advisers.

Supporting periodic activities such as annual tax packs and client reporting.

Developing a strong understanding of client service standards and operational processes.

During your Paraplanning placement, you'll gain exposure to the technical side of financial planning by:

Preparing annual review packs and supporting documentation for adviser meetings.

Assisting in the preparation of suitability reports and recommendation documents.

Conducting product, fund and provider research.

Supporting cashflow modelling and financial planning analysis.

Preparing new business submissions and platform instructions.

Maintaining accurate records across back-office systems.

Learning financial planning processes, compliance requirements and advice standards.

Developing technical knowledge across pensions, investments and protection planning.

Educated to A-Level standard (or equivalent).

Excellent written and verbal communication skills.

Strong organisational and time management abilities.

High attention to detail and accuracy.

Good working knowledge of Microsoft Office applications.

Ability to manage multiple priorities in a busy environment.

Positive attitude and genuine desire to learn and develop.

Interest in financial services and financial planning.

Previous customer service or administrative experience.

Awareness of pensions, investments or personal finance.

Interest in studying towards professional financial planning qualifications.

We're looking for someone who is curious, proactive and eager to build a successful career in financial services.

You'll be someone who:

Enjoys developing new skills and knowledge.

Asks questions and seeks feedback.

Takes ownership of their personal development.

Can communicate professionally with clients, providers and colleagues.

Adapts their communication style to different audiences.

Demonstrates empathy and professionalism when handling enquiries.

Takes responsibility for assigned tasks.

Follows work through to completion.

Provides updates and escalates issues when required.

Looks for solutions and ways to improve processes.

Builds positive working relationships.

Collaborates effectively across departments.

Contributes positively to team culture and shared objectives.

Produces accurate, high-quality work.

Follows established processes and procedures.

Maintains excellent standards of record keeping and documentation