An exciting opportunity for a candidate to work in a busy financial planning department whilst studying for an financial services qualification. They will be responsible for assisting the financial planning team with various duties including fund performance analysis, liaising with providers and drafting suitability reports. Alongside the day to day duties the candidate would also be studying the Diploma in Regulated Financial Planning. Upon successful completion of the Diploma, they can move on to study towards the Advanced Diploma in Financial Planning with a view to ultimately becoming a Chartered Financial Planner.
Our varied client base provides trainees with a wide and unique range of auditing and accounting experience with up to twelve training placements available each year across the disciplines. Tax students are also offered the opportunity to spend some time gaining experience in our Trustees department. As well as offering the opportunity to work for an expanding and reputable firm, trainees are offered the following:

• Full training, sponsorship and support for professional study
• Study leave
• Career progression
• Competitive salary
• Company pension scheme
• Death in service benefit
• Childcare vouchers
• Flexi hours
• Season ticket loan
• Bike scheme
• Employee assistance programme

We look for high achievers academically who demonstrate an ability/willingness to accept responsibility, initiative, common sense, excellent communication skills and an interesting range of extra-curricular activities.
For more information on what we are looking for from our trainees and to find out about the application process, please click on the link below: