Graduate Trainee Financial Advisor

4 weeks ago

London, United Kingdom Artemis Recruitment Consultants Ltd Full time €30,000

Graduate Trainee Financial Planner - London
Graduate Trainee Financial Planner - London
Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You will help support the company in delivery a high quality, independent service to clients.
Updating back office systems (Adviser Office)
Data gathering to assist with the production of comprehensive net worth statements and investment recommendations
Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner
Gaining exposure to the full investment advice process
Completing ongoing training following a structured learning and exam programme with the aim of achieving a Diploma in Financial
Planning with the Chartered Institute of Insurance (CII)
Acquiring knowledge of company procedures and ensuring regulatory compliance  
Planning and organisational skills
Business and commercial awareness
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