Financial Planning Business Support Trainee – Oxford
Are you a graduate looking to get into Financial Services or a Financial Services Administrator looking for the next step towards paraplanning? Are you keen to complete your Diploma in regulated Financial Planning?
Shaw Gibbs is a Top 100 independent accountancy, financial planning and insolvency practice with offices in Oxford and London W1. We have ambitious growth plans which are being achieved through our client-centric approach. With a strong focus on innovation and technology, we help our clients make informed decisions on how to grow their business. Our clients range from private clients to entrepreneurial businesses and international subsidiaries.
Our culture is very important to us and is based on our company values of collaborative, respectful, innovative and expert. We develop high performing teams diverse in experiences, backgrounds and ideas. As a growing company there are plenty of opportunities for development and quick progression. Our practice is known for having a friendly and supportive team culture where everyone receives training and development to increase their technical knowledge and their commercial and management skills.
We put our people first and are constantly looking for ways to improve our people experience.
We are growing rapidly and are currently recruiting for a Business Support Trainee within the Oxford office to support our Financial Planners. The Business Support Trainee role will support our Financial Planners with client servicing and the review process. You will be responsible for running the review process, communicating with clients and producing client specific documentation. You will work with a range of interesting clients from individuals, families and small to medium size companies.
About You
If you’re bright, enterprising and a fast learner, then we want to hear from you. It would also be great if you had some of the following skills, but don’t worry if you don’t tick every box, we’ll help you develop along the way:
- A-Levels grades at BBC or higher e.g. a degree in a related discipline i.e. Finance or have at least 1 years’ experience within a similar role.
- Excellent planning and organization skills
- Exceptional attention to detail
- Strong client relationship and communication skills
- A positive, confident and proactive attitude
- Enjoy working as part of a team and self-motivated
- Willingness to undertake and succeed in a range of professional studies
- Relevant work experience would be great but not essential
- Ability to work with procedures
The Business Support Trainee is a varied role and will provide lots of opportunities to learn new skills in a friendly firm which has a culture underpinned by continuous learning and improvement. To be successful in this role you will:
- Have excellent communication and interpersonal skills
- Have exceptional attention to detail
- Be able to run the review diary without error
- Produce reports from Analytics
- Have demonstrable client facing relationship skills
- Excellent written and spoken English
What we can offer you
- Full funding and support to study the CII Diploma in Regulated Financial Planning professional qualification, including study leave and time off for exams
- Exposure to a wide range of clients across many industry sectors
- An experienced Line Manager to support your development
- Competitive salary and benefits package including pension, life assurance, health cash plan and a retail discount scheme
- Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service
- Wellbeing programme with regular events and activities focused on your physical and mental wellbeing
- Friendly and supportive team culture
- Comprehensive induction to help you get up to speed
How to Apply
If you would like to apply or have a question about this fantastic opportunity, please send your CV plus a covering note explaining why you are interested in this vacancy to recruitment@shawgibbs.com. The deadline for applying for the job is 5pm Friday 10th February 2023.
For more information on what it is like working at Shaw Gibbs, visit our career page: https://www.shawgibbs.com/careers
Additional Information
We believe that diversity makes Shaw Gibbs a stronger firm and we look to employ people with different ideas, styles and skillsets. This diversity stimulates a rich, creative environment – one in which our people develop, and our clients enjoy enduring results. We’re committed to recruiting, promoting and rewarding our people solely based on their ability to contribute to Shaw Gibbs’ goals, without regard to their sex, race, disability, religion, national origin, ethnicity, sexual orientation, age or marital status.
* Please note you must already have the unconditional right to live and work in the EU/UK region*. We are unable to offer sponsorship for work permits, so you will need to have the full right to live and work in the UK. Unfortunately, your application will be automatically rejected if you do not have these rights.