Trainee Financial Adviser

2 weeks ago


Basingstoke Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Trainee Financial Adviser - Basingstoke
Pay: £25k - £30k

Trainee Financial Adviser - Basingstoke

We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will deliver support to a Senior Adviser and their team, whilst continuing the path to being fully qualified.

Responsibilities:

- Attend Client Meetings with Senior Advisers

- Manage Action Points from Client Meetings

- Business Submission

- 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

- Ensure data on Salesforce is completed 

- Prep for all meetings 

Desired Skills:

- Degree level educated 

- Relevant experience in Wealth Management or regulated Financial Services

- Attention to detail & excellent organisation skills

- Excellent standard of written & verbal communication skills

- Computer literate and familiar with Microsoft Office 

Personal Qualities 

- Keeps calm when faced with conflicting demands and handles these effectively

- Strong interpersonal skills, demonstrating a professional, proactive, and positive attitude

- Ability to work autonomously as well as working on shared goals as part of a team

- Manages time effectively with the ability to multi-task

Our client is offering a generous package, including exam support and additional leave to sit the exams whilst working towards your diploma.

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