Graduate Trainee Financial Advisor
2 weeks ago
Type of Position: Trainee Financial Adviser - Basingstoke
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.
Attend Client Meetings with Senior Advisers
- Managing workflow CRM systems
- Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software
- Ensure data on Salesforce is completed
- Relevant experience in Wealth Management or regulated Financial Services
- Computer literate and familiar with Microsoft Office
Personal Qualities
- 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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