Financial Services Advisor
4 days ago
We are seeking a motivated and dedicated Trainee Financial Adviser to join our team at Artemis Recruitment Consultants Ltd in Liverpool. This role offers an excellent opportunity for career development and progression.
Salary: £24,000 - £30,000 per annum
The successful candidate will be responsible for advising clients on their financial needs and providing personalized recommendations. Key responsibilities include:
- Prospecting and contacting potential clients in accordance with the firm's business plan
- Maintaining all supporting documents
- Contacting clients in accordance with the agreed level of services offered
- Ensuring clients receive relevant documentation in a timely manner
Qualifications and experience required include:
- A good understanding and knowledge of relevant legislation affecting the financial industry
- Previous experience within financial services
- Able to understand the environment we operate in and the issues this raises
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Financial Services Advisor
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