Trainee Adviser Career Opportunity
5 days ago
Are you looking for a challenging and rewarding career in Financial Services? Do you have a passion for helping others and providing excellent customer service?
About the Job:- The role of a Trainee Adviser involves supporting a Senior Adviser and assisting with client meetings, managing action points, and preparing business submissions.
- The ideal candidate will have a degree-level education and relevant experience in Wealth Management or regulated Financial Services.
- The salary for this position is estimated to be around £22,000 - £28,000 per annum, depending on experience.
- Client Meetings: Attend client meetings with Senior Advisers and assist with discussions.
- Action Points: Manage action points from client meetings and ensure timely completion.
- Business Submissions: Prepare business submissions, analytics reports, and respond to client inquiries.
The successful candidate will have excellent written and verbal communication skills, with attention to detail and strong organisational skills.
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