Graduate Financial Services Role

1 month ago


Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Description: As a Trainee Financial Adviser, you will play a key role in supporting senior advisers and their teams in delivering high-quality financial services to clients. This is an exciting opportunity to develop skills and knowledge in financial services, while working in a dynamic and supportive environment.

Key Responsibilities:

  1. Support senior advisers in client meetings and manage action points
  2. Prepare and submit business documents using FE Analytics and Voyant reports
  3. Provide technical and administrative support to clients
  4. Identify opportunities for growth and development within existing client relationships
  5. Manage CRM systems and data entry
  6. Develop critical thinking and problem-solving skills through complex calculations and analysis

What You Need:

  • Degree-level education and relevant experience in wealth management or financial services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Familiarity with Microsoft Office and CRM systems

Why Join Us? Our client offers a comprehensive training program, including exam support and additional leave to pursue professional qualifications. This is an excellent opportunity to develop a rewarding career in financial services.



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