Preston Financial Services Professional
1 month ago
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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Trainee Financial Services Professional
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