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Training and benefits

Gain an understanding of the Financial Services

You will be gaining an understanding of the financial services and knowledge of individual products such as mortgages including repayment, interest only, lifetime, self certing. Personal insurance such as life insurance, ASU, income protection. General household insurance and investments.

When you join the graduate scheme you will be working in a number of different departments at PTFS that will provide you with a detailed insight into a market leading network and see how the company operates and its objectives. Then once assigned to the compliance department you will be gaining an understanding of how the industry is regulated through the FSA and its requirements and procedures such as learning what money laundering is and the combating of financing of terrorism and how to report any suspicious activities. You will also study about the data protection act and how this affects your everyday working activities. You will also be gaining knowledge on the FSA’s initiative of treating customers fairly, its concepts and the affects this has on PTFS and it’s appointed representatives.

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Benefits

There are many benefits for working with PTFS. You will be working within a sociable atmosphere with friendly employees for one of the top 3 networks within the industry. You will be dealing with major providers such as AXA, Legal and General and BUPA on an everyday basis.

You will be invited to many social events including the companies annual summer ball and Christmas party as well as individual departmental nights out!

Your pay will increase as you achieve your qualifications.

The company provides all employees with the option of life and private medical insurance and entry to the companies share option scheme.

Once you have completed the PTFS graduate scheme it will enable you to look into a variety of different careers within the organisation including compliance, training, management and sales.

   
   

 

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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. This website is for intermediary use only and is not intended for the general public.