Financial Adviser

4 weeks ago

Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Financial Adviser - Preston

Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Adviser to join their team in Preston. As a Trainee Financial Adviser, you will be responsible for advising clients on their financial needs and objectives.

Key Responsibilities:
  • Prospecting and contacting potential clients to discuss their financial needs and objectives.
  • Conducting thorough research on clients' financial situations and providing tailored advice.
  • Maintaining accurate records of client interactions and financial transactions.
  • Staying up-to-date with relevant financial regulations and industry developments.
  • Collaborating with colleagues to ensure seamless client service.
Requirements:
  • Previous experience in financial services or a related field.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Knowledge of financial regulations and industry standards.
What We Offer:
  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A supportive and collaborative team environment.

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