Financial Advisor
2 days ago
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:
- Prospecting and contacting potential clients to provide tailored advice and services.
- Ensuring accurate and comprehensive client information is obtained before making recommendations.
- Maintaining up-to-date knowledge of relevant legislation and regulations affecting the industry.
- Compiling reports and providing timely documentation to clients.
- Identifying and addressing client queries and concerns in a professional and courteous manner.
- 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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