Trainee Financial Adviser
3 weeks ago
Responsibilities:
- Attend Client Meetings with Senior Advisers
- Manage Action Points from Client Meetings
- Business Submission
- Carry Forward, Annual Allowance, Lifetime Allowance Calculations
- Client Financial Review input/updating
- Manage Pipeline for Senior Advisers
- Analytics using FE Analytics and preparation of detailed Voyant reports
- Respond to Client Inquiries (Technical and administrative)
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow CRM systems
- Preparation of Illustrations and Electronic Business Submissions utilising the Blue-door software
- Critical Yield Calculations
- Oversee the completion of the Letter of Authority Process
- Prep for all meetings
Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field
- Excellent analytical and problem-solving skills
- Strong attention to detail
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office suite
If you are interested in this position, then please submit a copy of your CV to Josie at Artemis Recruitment.
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