Trainee Financial Services Associate - #2190993

Salary: £25,000 to £30,000

Contract: Permanent, full-time

Location: Liverpool, office based

Reports to: Accounts Team Lead, with supervision from the relevant mortgage and financial planning advisers

About KYZEN Sports

KYZEN Sports is a Liverpool-based accountancy business specialising in services for professional footballers.

The role

This role combines practical accounts support with a structured training pathway in mortgage advice and financial planning. The postholder will support the accounts team while gaining experience in both financial services areas through administration, client support and supervised exposure to adviser work.

The role involves working with client information across different workstreams, so accuracy, discretion and good organisation are important. The postholder will work closely with the Accounts Team Lead and the relevant advisers.

Key responsibilities

Accounts support

• Assist with bookkeeping and the preparation of accounts and tax working papers.
• Maintain client records and help collect and organise financial documents.
• Complete accounts tasks accurately and within agreed timescales.
• Raise missing information or queries with the appropriate colleague.

Mortgage and financial planning support

• Coordinate mortgage fact-find administration and gather supporting documents.
• Help prepare financial planning client packs and cash-flow information.
• Track mortgage applications and relevant lender information.
• Support the administration of pensions, protection and investment work.
• Attend client meetings as an observer and learn from qualified advisers.
• Keep case files and records accurate and up to date.
• Refer requests for advice or recommendations to the appropriate adviser.

Training and teamwork

• Follow an agreed study plan towards the relevant mortgage and financial advice qualifications.
• Work with the Accounts Team Lead and advisers to manage priorities across the different workstreams.
• Maintain client confidentiality and follow KYZEN Sports’ procedures.

The ideal candidate

The ideal candidate will be numerate, careful with detail and comfortable working with confidential financial information. They will enjoy helping clients, be willing to study alongside their work and be able to manage tasks across both accounts and financial services.

They should be interested in developing a career in financial services and understand the importance of working within their level of training and responsibility.

Essential experience and skills

• Good numeracy and attention to detail.
• Strong organisation and ability to manage several workstreams.
• Clear, professional communication and a helpful approach with clients.
• Discretion when handling personal and financial information.
• Willingness to study for professional qualifications.
• Good judgement about when to ask for guidance or refer a question.

Desirable

• Experience in accountancy, bookkeeping or tax support.
• Experience in lending, financial services or client administration.
• An interest in mortgages, financial planning or building long-term client relationships.

Key competencies

Accuracy and attention to detail

Produces careful work, checks information and spots missing or inconsistent details.

Organisation and prioritisation

Plans work across accounts and financial services tasks, keeps records in order and meets agreed deadlines.

Client service and communication

Communicates clearly and respectfully, helps clients provide the information needed and keeps colleagues informed.

Integrity and discretion

Handles sensitive information appropriately, follows procedures and understands the importance of professional boundaries.

Learning and development

Engages with study, applies feedback and steadily builds knowledge across the agreed training pathway.

Teamwork and judgement

Works well with colleagues, asks for support when needed and refers advice questions to the appropriate adviser.

How success will be measured

Success will be assessed through:

• The accuracy and timeliness of accounts support.
• Complete and well-organised client records and case files.
• Progress against agreed study and qualification milestones.
• Timely handling of mortgage and financial planning administration.
• Client service and effective teamwork.
• Compliance with procedures, confidentiality requirements and role boundaries.

Pay, training and role safeguards

KYZEN Sports will fund agreed study and examination costs. The training plan will set out the qualifications, sequence and expected milestones.

The postholder will not give regulated advice or make personal recommendations until they hold the relevant qualification, have been assessed as competent and are working within the firm’s applicable permissions and supervision arrangements. FCA rules require appropriate qualifications for relevant regulated activities, and supervision should be greater before an employee has demonstrated competence.

Working arrangements

Hours: 9:00 am to 5:30 pm, Monday to Thursday, and 10:00 am to 4:00 pm on Friday.

Annual leave: 28 days per year, including bank holidays.