Trainee Financial Planning Assistant
graduate job

Trainee Financial Planning Assistant

Competitive salary
South West England
Time left to apply
17 days to apply on Prospects

Job description

Unividual are on the hunt for highly-ambitious individuals to join our very own in-house academy that trains aspiring financial professionals in to Chartered Financial Planners. Established 18 years ago, Unividual is an award winning, family-run business that provides lifetime financial advice to individuals, families and businesses across the world. The business set up Unicademy over 10 years ago to cultivate the next generation of financial professionals. It has proven success in recruiting carefully hand-picked individuals, with the right mental attitude, motivations and work ethic and nurturing them through a training programme to become a highly-successful and innovative financial adviser or technical specialist.

To start with you will work as trainee financial planning assistant in a team of highly trained and technical individuals. During this time, you will study towards the Diploma and Advanced Diploma in Regulated Financial Planning with the Chartered Insurance Institute. With professional training and a structured study plan you will this on-the-job training programme is like nothing else in the industry. Once you have completed your training, which may take two and a half to three years, you will apply for Chartered Financial Planner status and choose between two career paths, either a Financial Adviser or Technical Specialist. The Financial Planning Assistant role is an analytical one that involves the gathering of data and writing lengthy, detailed reports that shape advice for our clients. Eventually you will become a professional in areas such as pensions, protection, mortgages, investments, tax and trusts, wealth management, estate planning and much more. The financial planning assistant role entails the following:

  1. Communicate effectively with the financial advisers to discuss client financial objectives
  2. Be recognised as the second point of contact for a client if their adviser is unavailable
  3. Identify and obtain financial research related to the client’s specific situation
  4. Prepare and analyse data to conduct an up-to-date report on their financial situation/objective
  5. Ensure all clients receive the best of customer service and overtime build relationships with clients
  6. Help support and assist other financial advisers and planning assistants where your skills are required
  7. Communicate effectively with product providers in a timely manner to meet specific deadlines
  8. Research and analyse client situations toconduct advice for pre-meeting work
  9. Help advisers make appointments, book meetings in to their diary and liaise with clients
  10. Update various databases with correspondence and important information relating to clients
  11. Scan documentation in to client files
  12. Keep up-to-date with compliance, economic and legislation change

What is it like to work for Unividual
Unividual is a unique company to work for, our culture is centred on a team effort, working towards a common goal with once in a lifetime rewards. This creates a naturally supportive team that is focused not just on our ambitions as a company but on the development of each and every one of us individually. You will work harder than you ever have before but in return you will get such worthwhile experiences and rewards that you wouldn’t get at other companies.

  • Bonus after successful completion of your Diploma and Advanced Diploma
  • Personalised career development and mentoring on objectives and aspirations for life
  • Unividual will pay for your Diploma and Advanced Diploma in Regulated Financial Planning exams
  • CII accredited training by Coinston Press and CII training materials and books
  • Paid time off work to revise and take exams
  • Chartered Insurance Institute membership and fees
  • Income protection, after initial probationary period
  • Workplace pension, including employer contributions
  • Once in a lifetime incentives and training conventions abroad
  • Team building events and days out
  • 27 days’ holiday (including bank holidays) and an extra day’s holiday for every year of service up to five years, up to a total of 32 days holiday including bank holidays
  • Client referral bonus scheme
  • Rewards for five and 10 years of service

** Employees who leave our business within certain time frames will be required to pay back costs of training. Details of this can be supplied during the application process**

We really do believe in Richard Branson’s philosophy “Train people well enough so they can leave, treat them well enough so they don't want to”. Once graduating, Unicademy students wanting to become an adviser train and work alongside financial planners that are recognised as the best in the country.

Company information

Unividual Limited was established by entrepreneur John Baxter in 2000, Lewis Baxter & Cherie-Anne Baxter now run the business and manage 15 team members alongside him. The business, which currently has five Financial Planners, was created to combat the issue that many financial firms apply a "one-size fits all" tactic when advising their clients. The implementation of this generic service is inadequate in providing the best advice to suit specific financial needs. Unividual’s name derives from its ethos that all clients are unique and individual. The advice they receive should reflect their distinct needs. This is Unividual’s core focus that oozes throughout the culture of the organisation. Unividual, based in South West, was established to provide the highest levels of bespoke service that we felt was missing in the financial services industry.

For more information about our business head to our website or keep in touch with Unicademy news on our Twitter page @TheUnicademy.

Person requirements

Unividual are looking for someone a bit special. A person that knows the true meaning of hard-work and wants to push themselves to reach new levels of knowledge and experience, perhaps beyond what they thought they could achieve. Why? Because just like our clients, our employees have clearly defined life goals and objectives. They know that hard work breeds success and in turn increases earning potential.

They thrive in this fast-paced, demanding environment because they know it will produce the results required to get to where they want to be in life a lot faster than their peers. You must be able to demonstrate the following:

  • Ambitious, entrepreneurial character that thrives in a demanding environment
  • Highly intelligent individual with the ability to think laterally and bring their own ideas to the table
  • Strong Attention to detail and a naturally critical eye
  • Presentable and smart individual with professional and personable communication skills both verbally and written
  • A team player who is able to also work on their own initiative
  • A personable character that has the ability to get on with people from all sorts of backgrounds and walks of life
  • Extremely proficient with numeracy, IT and literacy and able to write detailed and concise reportsCompetent in Word, Excel, PowerPoint etc. as well as adapting to the use of new systems
  • Able to multi-task under pressure and achieve results without constant supervision
  • A confident, competitive character with a good sense of humour
  • Caring, empathetic with high morals and naturally trustworthy
  • A desire to learn and able to take constructive criticism, listen and apply to own development
  • Have some experience in financial services, even if it is voluntary, demonstrating a planned desire to enter in to this industry
  • Confident in meeting new people, networking and building rapport and relationships with others

Qualifications and experience requirements

Preferably a holder of a degree. However, a handful of our team don’t have a degree, instead they have experience within the industry or have been successful in other avenues.

Accepted degree subjects

economics · business and management studies · politics · accounting and finance · law and legal studies


Competitive salary

Bonuses - conventions abroad - income protection - pension etc


South West England

How to apply

Number of vacancies: Three

  1. Send a covering letter on why you want to work in finance and you are applying for the role
  2. Attach a CV with all of your voluntary and employment experience on and exam subjects and grade

Telephone: 0330 353 0150

Closing date: 06/04/2018

This job listing will no longer be available on Prospects from 06/04/2018

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