Financial Planning Trainee / School Leaver, September

Financial Planning Trainee

Cooper Parry Wealth is seeking a passionate and proactive Financial Planning Trainee to join their team in Derby. This full-time Client Services Assistant role is an opportunity for someone at the beginning of their financial planning career to gain experience in a supportive environment.

What You'll Do:

• Be responsible for client data and information, ensuring accuracy and up-to-date records.
• Communicate regularly with clients and internal teams.
• Administer the engagement of new clients and service existing ones.
• Assist the team in preparing, coordinating, and following up for client meetings.
• Manage a varied workload effectively.
• Ensure an excellent client experience.

Qualifications and Development:

• You will be fully supported to achieve the Diploma in Regulated Financial Planning.
• Minimum requirement: 3 A Levels or equivalent with grades BBC (with at least one A Level in a numerical or business-related subject).
• Consideration will be given to candidates with extenuating circumstances affecting their academic results; please notify the company if this applies.

About You:

• Committed with strong project management skills to balance studies and work.
• Curious about companies and how your work contributes to their success.
• Great attention to detail, passion for numbers, and a knack for following processes.
• Excellent communication skills, able to build rapport and work with clients and colleagues.
• Adaptable to changing priorities in a dynamic environment.
• Able to multitask, process data, chase information, and prioritise workload.
• Motivated to succeed through learning and development.

Benefits:

• Flexible working options.
• Generous holiday allowance.
• No dress code.
• Award-winning wellbeing support.
• Paid volunteering opportunities.
• Social events, sports clubs, and communities.
• Industry-leading training and professional qualifications.
• Supportive culture encouraging new ideas and impact.

Assessment Centre:

• Successful candidates will be invited to an Assessment Centre at the East Midlands (Sky View) office on 9th December.