Trainee Financial Planning Adviser (stage 1)
I work in the client support team at Expert Pensions Advice – managing the day to day operational and administrative requirements of our new and existing clients.
I prepare the appropriate documentation for clients and help with the smooth setting up and running of client accounts, smoothing the waters between trustees, providers and clients, by phone and email. YOu will also see me scheduling meetings with our Financial Planning Advisers for you.
I am currently studying for my diploma in regulated financial planning, on my way to Chartered Financial Planner status.
Get in touch?
We work exclusively online. All our meetings are conducted on online, recorded and saved for your protection and ours.
If you have any questions, please get in touch with a member of our team.