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Cornerstone Recruiting Solutions are working with a leading Teesside Law Firm to recruit a Trainee Investment Associate based at their Head Office in Stokesley

Ideally, you will be a graduate with a degree in Accounting and Finance or finance related degree.

The role will involve studying the Chartered Insurance Institute Diploma in Regulated Financial Planning and the role will progress to become a qualified Independent Financial Advisor.

The Diploma consists of 6 individual modules and takes approximately 2 – 3 years to complete. All study material and exam entry costs are covered by Trustlaw.

Duties for the role will include but are not limited to:

* Contacting third party product providers for information and chasing requests

* Research support for products and funds

* Preparation for Client meetings and client documentation

* Preparation of Investment Portfolio Reports

* Processing client requests for withdrawals

* Providing timely and accurate communications to clients, using templates and best practices