Vacancies

We are seeking a Trainee to join our team and learn the ropes of our industry.

This position offers a great opportunity for individuals looking to kick-start their career and gain valuable experience.

Duties:

– Dealing with post, scanning and shredding
– Arranging and booking client meetings
– Liaising with third party providers to obtain information or queries in relation to existing plans
– Preparing and obtaining information for client annual reviews
– Use of Back-office system for client servicing
– Supporting paraplanners
– General administration
– Shadowing experienced staff members to learn about the company, its operations, and industry practices
– Participating in training sessions and workshops to enhance skills and knowledge
– Observing and learning from colleagues to develop interpersonal skills and professional etiquette
– Completing assigned tasks accurately and efficiently under supervision
– Adhering to company policies and procedures at all times

Skills:
– Strong willingness to learn and develop new skills
– Excellent communication skills, both verbal and written
– Ability to work well in a team environment
– Good time management and organisational skills
– Basic computer literacy with proficiency in Microsoft Office suite

Join us as a Trainee and embark on a journey of growth and development within our organisation, please contact hr@eafp.co.uk for more details.