Preston Financial Services Professional

1 month ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Role Overview:

We are recruiting for a skilled Trainee Financial Advisor to join our team in Preston. As a trainee advisor, you will have the opportunity to develop your skills and knowledge in a fast-paced and dynamic environment.

Your Key Responsibilities Will Include:

  • Supporting senior advisors with client meetings and presentations.
  • Conducting research and analysis to identify suitable investment opportunities.
  • Maintaining accurate client records and ensuring all supporting documents are up-to-date.
  • Providing exceptional customer service and responding to client queries in a timely manner.

Requirements:

  • A minimum of 1 year's experience within the financial services industry.
  • A strong understanding of compliance procedures and regulations.
  • Excellent communication and customer service skills.
  • Ability to work independently and as part of a team.

Salary: £24,500 - £29,500 per annum (dependent on experience).


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