Trainee Wealth Management Professional

19 hours ago


Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Wealth Management Professional

We are seeking a driven and ambitious individual to join our team as a Trainee Wealth Management Professional in Basingstoke. In this role, you will work alongside experienced professionals to deliver exceptional service to clients and develop your expertise in wealth management.

About the Job:
  • Manage workflow CRM systems, prepare illustrations and electronic business submissions using Blue-door software, and perform critical yield calculations.
  • Ensure data on Salesforce is accurate and up-to-date, and oversee the completion of the Letter of Authority Process.

We offer a competitive salary of £29,000 - £34,000 per annum, plus comprehensive training and development opportunities. The ideal candidate will have a degree-level education, relevant experience in wealth management, and excellent organisational and communication skills.



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