Financial Planning Placement Trainee Review

Day-to-day, I was involved in a lot of technical training sessions which would then help to write client reports and complete the relevant paperwork. I also helped to carry out the changes to our clients portfolios each quarter, having contact with both the investment team and the team which were responsible for dealing within the client accounts.

I developed considerable technical knowledge through getting the chance to write a variety of reports. Being involved in various projects also helped to build team working skills and communication as this was integral to ensuring the advice process ran smoothly.

I was given a lot of responsibility during my placement year. Although I was not client facing, I had the ability to write the reports and produce the placement which were then directly presented to the clients.

I received a lot of support throughout my placement, through regular 1:1s and training from various sources, both internally and externally.

The company culture continues to improve and has seen a large focus over the last few years. Everybody was willing to help and there was encouragement to approach anyone in the office, regardless of their job role.

I thoroughly enjoyed my placement year as I was able to develop both technical and personal skills which I now use in my career. I had lots of support and help from knowledgeable colleagues and I now work full-time at the company.

Yes

My advice would be to really immerse yourself in the experience and get to know your colleagues as it will make communication easier. Also, I would advise to get involved and ask questions because that is the best way to learn.