Financial Planner Trainee

2 days ago


Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Financial Planner Opportunity

We are working with a leading wealth management firm based in the UK who have an exciting opportunity for a Trainee Financial Planner to join their team. This is a 2-3 year programme that will provide you with the support and training needed to become a fully qualified Financial Adviser.

Key Responsibilities:
  1. Work closely with the administration team to gather policy information and assist with projects such as Mifid annual reviews and client campaigns.
  2. Support advisers in writing reports and assist with client reviews.
  3. Develop and convert opportunities into business.
Requirements:
  1. Must have been studying for exams towards becoming a fully qualified Financial Adviser.
  2. Good communication skills and ability to work with clients.
  3. Hold a driving license.

This is a fantastic opportunity to develop your skills and knowledge in the financial services industry and work towards becoming a fully qualified Financial Adviser. If you are a motivated and enthusiastic individual who is looking to start a career in financial services, please apply.



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