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    • Undertake product research to assist financial planners in creating a financial plan that meets their client objectives.
    • O Death in service benefits.
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    • Excellent analytical skills with the ability to interpret complex financial data.
    • Previous experience in financial services administration, sales or education…
    • Diploma or part qualified financial services qualification.
    • A genuine interest in financial services, excellent communication skills and a commitment to…
  • View similar jobs with this employer
    • Excellent analytical skills with the ability to interpret complex financial data.
    • Previous experience in financial services administration, sales or education…
    • Build and maintain relationships with Clients.
    • Ensure that all execution services are conducted in line with the firm’s own compliance framework and exchange…
    • Financial Advice: Provide holistic financial planning across pensions, investments, and protection as you build toward achieving CAS and beyond.
    • Maintaining up to date knowledge of financial products, tax and legislation.
    • Conducting in-depth reviews of clients’ financial circumstances, current provision,…
    • Obtaining valuations and information from financial providers.
    • Previous financial services experience is not essential.
    • Full training and ongoing support.
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    • Excellent analytical skills with the ability to interpret complex financial data.
    • Previous experience in financial services administration, sales or education…
    • Supporting the preparation of financial planning recommendations.
    • Solid knowledge of the financial services administration process.
    • " Conducting research to support the financial planning process.
    • Leicester | Up to £30,000 | Full CII Study Support*.
    • Ensure that all transactions actioned, and advice given is in line with the client’s financial policies, DfE guidance and within statutory financial regulations…
    • Previous experience working within a financial advice, wealth management, or financial planning environment.
    • This is an excellent opportunity for an individual…
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    • Gathering, reviewing and analysing client information to assist in the preparation of financial recommendations.
    • Ongoing training and professional development.
    • Experience providing financial planning or financial advice to clients.
    • An interest in working with HNW clients and more complex financial planning needs.

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Job Post Details

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Trainee Supervisor , RMS Investments - job post

States of Jersey
3.0 out of 5 stars
Jersey JE4
Permanent, Full-time

Location

Jersey JE4

Full job description

Trainee Supervisor , RMS Investments

Residency
5 years residency required
Employer
Jersey Financial Services Commission
Closing date
09 January 2026
Reference
67635
Contract
Permanent
Hours
Full Time
Salary
Negotiable
Are you suitable for this role?
This role would suit an individual with strong communication skills. Having knowledge of relevant financial services and products, and some understanding of the Jersey and International regulatory standards is desirable. Motivation for continuous learning and development, a flexible approach and an aptitude for teamwork are key requisites for the role.
Core skills required
  • CV Required
  • Keyboard Skills
  • References
How to apply
  • Online


Contact name
People and Culture
Address
14 - 18 Castle Street
St Helier
Jersey
JE4 8TP
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