GRADUATE TRAINEE /
FINANCIAL PLANNING ASSISTANT
Company: Capelin
Financial Management Limited
Location: Solihull,
West Midlands
Salary: Competitive
package plus benefits
Contract: Permanent,
full time
THE
COMPANY
Established in 2002, Capelin Financial Management Limited is a
highly qualified, independently owned Chartered Financial Planning firm. As leading
technical analysts and highly respected advisers on investment, pensions and
wealth management, we provide trusted financial planning services for
discerning and appreciative clients
Our business is growing quickly, and over recent years we have gained
an impressive track record in supporting graduate trainees to achieve CII
Chartered status, becoming highly respected and successful Chartered Financial
Planners in their own right.
ROLE AND
RESPONSIBIITIES
We are passionate about our services, and we
are now recruiting for an enthusiastic trainee with similar personal values. The successful candidate will be actively
seeking a career in the financial services sector, having graduated with a
relevant degree and the determination to qualify as a Chartered Financial
Planner.
As an integral member of our client services support team,
initially you will provide a first class administrative support to the business. Over time your duties will become
increasingly technical, as you gain experience and your studies progress,
initially towards the CII Diploma in Financial Planning and then towards CII
Chartered status.
REQUIREMENTS
A high calibre graduate, ideally in a finance related degree, you
will have the following personal attributes:
·
A high level of analytical ability
·
Excellent communication skills – both verbal
and written
·
Natural ability to establish rapport and
develop relationships
·
A proactive and positive nature; constantly
striving to implement improvements
·
Time focused; able to work to demanding
deadlines; natural forward planner
·
Attentive to detail; accurate and thorough in
accomplishing tasks
·
Flexible and a team player
BENEFITS
This is an exciting opportunity for a talented
and enthusiastic graduate who is looking to work within a friendly, high
achieving, committed and passionate team.
This role will suit someone who will enjoy a
role requiring a breadth of knowledge encompassing a wide range of financial
matters.
In recognition for your achievements,
initiative and commitment, we are offering:
·
Competitive package
·
A supportive environment where your
contribution will be actively encouraged and rewarded
·
Full development support and training
·
Paid study towards achieving Chartered status
HOW TO
APPLY
This is likely to be a popular vacancy, so to be considered please
forward your cv and a covering letter to pasupport@capelin.co.uk today!
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