Trainee Financial Advisor
1 day ago
Artemis Recruitment Consultants Ltd is looking for a skilled and enthusiastic Trainee Financial Advisor to join our team. As a key member of our financial services team, you will play a vital role in supporting clients and providing exceptional customer service.
Key Responsibilities:
- Preparation of suitability reports from approved templates
- Drafting templates for approval
- Obtaining relevant quotations from providers
- Processing new business
- Ensuring compliance with FCA rules and business procedures
- Providing clear and concise recommendations to customers
Requirements:
- Full FPC or Certificate of Financial Planning (first paper required for Trainee status)
- Strong communication and organizational skills
- Ability to work effectively in a fast-paced environment
Benefits:
- Competitive salary: £25,000 - £30,000 per annum
- Opportunity to develop your career in financial services
- Collaborative and dynamic work environment
About Us:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to finding talented individuals like you to join our team.
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