Trainee Chartered Financial Planner
We are currently recruiting for Trainee Chartered Financial Planners to join Kreston Reeves Financial Planning in Canterbury and Horsham, starting in September 2019.
Firm Introduction
Kreston Reeves Financial Planning is an award winning Independent Financial Advisory firm and part of the Kreston Reeves Group (one of the major Accountancy and Financial Services firms practising in the South East of England). Our key focus is service. We provide a professional yet personal service to both individuals and corporate clients.
Our long-term relationships with clients help develop strategies to aid long-term objectives and establish a thorough understanding of their present circumstances and future goals.
We are looking for a trusted and valid member of staff to join the current team.
This is a role which requires technical financial services knowledge so you will need an enthusiasm and capacity to learn. Experience would be preferable but full in house training will be given. You will also need good knowledge of Microsoft office and office databases as the office environment is mostly paperless.
Firm Culture and Benefits
Having started out over 100 years ago, we are long-standing employers across our office communities in Kent, Sussex, London – and beyond. We’re really proud of the reputation we’ve built and we’re grateful to our people for making it stronger every day. Our strong commitment to living our firm’s values means we listen carefully to our teams and enjoy helping each other succeed – creating a culture in which our employees can thrive and provide the highest service to our clients.
We want all our employees to be rewarded for their hard work and enjoy a balanced lifestyle, which is why we offer benefits such as unrestricted holiday, agile working, and an engagement programme centred around mental health and wellbeing.
We are also proud of our active Corporate and Social Responsibility (CSR) programme. Our own Kreston Reeves Charity Foundation enables us to consistently ‘give back’ to our local communities wherever we can, as well as provide opportunities for our employees to get more involved in charitable work and in choosing the causes which benefit from the Foundation. We give all of our employees the option to take one day paid each year for volunteering so they can support the charitable causes closest to them.
Other benefits we offer our employees include up to 5% contribution on our pension scheme and a grade specific flexible benefit pot to use throughout the year on a range of benefits (including mandatory Private health plan, Death in service and Income protection) from gym membership and restaurant discount cards, to travel insurance and additional health insurance – and much more.
We are proud of the positive culture and flexible working environment our employees enjoy.
Role Description
Your main responsibilities will be to learn all aspects of the business to become a valued member of the team and to pass your initial professional exams. As your training progresses, you will become more involved with clients and work closely in a supported role with fee earners, eventually becoming a professionally qualified fee earner in your own right with a portfolio of clients. Training is undertaken with a leading provider at our training venue, Aspire. You will be given periods of block release to attend courses with exams being spread over your training period. Our student training programme ensures that trainees are kept up to date with current processes and technical knowledge. We support them with regular reviews and feedback to help assist them in achieving their maximum potential.
The objectives of the role
To become a qualified chartered Financial Planner.
Responsibilities
- Be prepared to study in your own time to make sure you get the most from your studies and achieve exam success
- Attend tuition and revision courses with a leading training provider, as well as attend internal student courses
- Receive on the job training, career coaching with regular reviews and mentoring
Requirements
- 2:1 degree or above, preferably in Mathematics, Business Studies or Economics
- 3 A Levels, all at a minimum B grade, preferably including Mathematics, Business Studies or Economics
- Enthusiasm and an interest in business and accountancy
- Knowledge of the firm