Financial Advisor

2 days ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Title: Trainee Financial Adviser - Cumbria

Artemis Recruitment Consultants Ltd is seeking a highly motivated and ambitious individual to join their team as a Trainee Financial Adviser in Cumbria.

Role Overview:

The successful candidate will be responsible for advising clients on their financial circumstances and objectives, while maintaining high standards of performance and compliance with regulatory requirements.

Key Responsibilities:

  1. Prospecting and contacting potential clients to provide tailored advice and services.
  2. Ensuring accurate and comprehensive client information is obtained before making recommendations.
  3. Maintaining up-to-date knowledge of relevant legislation and regulations affecting the industry.
  4. Compiling reports and providing timely documentation to clients.
  5. Identifying and addressing client queries and concerns in a professional and courteous manner.
  6. Maintaining records and files in accordance with firm's data security and record-keeping policies.

Required Skills and Qualifications:

  • A good understanding of relevant legislation and industry regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Previous experience within financial services or a related field.

Salary: £24k - £30k per annum.

Location: Cumbria.



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