Trainee Financial Advisor

3 days ago


Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role:

As a Trainee Financial Advisor, you will play a key part in supporting our experienced advisors and helping to deliver high-quality financial planning services to our clients. Your responsibilities will include preparing reports, researching providers, and communicating with customers.

Main Tasks:
  1. Compile detailed reports using approved templates and data
  2. Source and compare quotes from leading insurance providers
  3. Provide clear and concise advice to customers via written recommendations
  4. Develop and maintain effective working relationships with clients and internal teams
Required Skills and Qualifications:
  • Full FPC or Certificate of Financial Planning qualification (first paper required)

You will need to be highly organized, with excellent communication and problem-solving skills. We offer a competitive salary of £28,000 - £38,000 per annum, depending on your level of experience.



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