Trainee Wealth Manager
4 weeks ago
We are looking for a talented Financial Adviser Trainee to join our team in Preston. As a key member of our team, you will be responsible for providing expert advice to clients and maintaining strong relationships with existing customers.
Your Key Responsibilities Will Include:
- Developing and implementing tailored financial plans for clients.
- Conducting thorough research and analysis to identify suitable investment opportunities.
- Maintaining accurate records of client interactions and transactions.
- Providing exceptional customer service and responding to client queries in a timely manner.
What We're Looking For:
- A degree-level qualification in a relevant field or equivalent experience.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- A passion for delivering exceptional customer service.
Salary: £26,000 - £32,000 per annum (dependent on experience).
-
Wealth Management Executive
2 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Wealth DirectorThis role involves working closely with clients to understand their financial needs and providing tailored solutions to meet those needs.Key Responsibilities:Client relationship management, including regular meetings and updates.Investment advice and portfolio management.Research and analysis of market trends and economic...
-
Wealth Management Specialist
1 week ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:We are seeking a skilled Wealth Director to manage investment portfolios, make recommendations, and ensure compliance with regulatory requirements.Key Responsibilities:Prospecting and contacting potential clientsMaking sure sufficient client information is obtained before any recommendation is madeMaintaining all standards of performance as...
-
Senior Wealth Advisor
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the JobThis is a unique opportunity for a skilled Financial Adviser to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing expert advice to clients on financial planning and wealth management.You will need to have a proven track record of successful financial guidance and be able to...
-
Wealth Management Specialist
2 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are currently seeking a skilled and enthusiastic individual to fill the role of Trainee Financial Adviser at Artemis Recruitment Consultants Ltd.About the Role:This exciting opportunity involves working closely with experienced professionals to develop your skills and expertise in the financial services sector.Main Responsibilities:Building relationships...
-
Wealth Management Support Role
1 day ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeFerguson Dean, a prominent national practice, seeks a skilled paraplanner to support their Adviser. With significant financial backing, they are now seeking a talented individual to join their team.Compensation Package$45,000 - $55,000 annual salaryAbout Ferguson DeanWe are a leading national practice with a strong presence in the Financial Planning sector....
-
Financial Management Trainee
1 week ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAbout the RoleThis is an excellent opportunity for a graduate looking to start their career in accountancy and finance. As a Trainee Management Accountant, you will be responsible for preparing management accounts, analyzing financial data, and assisting with budget preparation.You will work closely with our finance team to ensure accurate and timely...
-
Facilities Management Trainee
3 weeks ago
Preston, Lancashire, United Kingdom BAE Systems Full timeAre you a motivated individual looking to kickstart your career in facilities management? As an Facilities Management Trainee at BAE Systems, you will play a pivotal role in ensuring the smooth operation of our facilities and assets.This exciting opportunity offers comprehensive training and hands-on experience in managing facilities that support critical...
-
Project Management Trainee
2 hours ago
Preston, Lancashire, United Kingdom Getting In Limited Full timeJob Title: Project Management TraineeYou'll be working with Babcock International, a leading defence, aerospace and security company. This exciting apprenticeship is designed to develop the Project Managers of the future. From day one, you'll be a key member of our project management team, gaining practical on-the-job experience within professional project...
-
Accounting Trainee Position
3 days ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timePursue a rewarding career in management accountancy with Agility Resourcing!Job OverviewWe are searching for a talented Trainee Management Accountant to join our dynamic team. As a Trainee Management Accountant, you will contribute to the preparation of management accounts, analysis, budgeting, and forecasting. This role is ideal for individuals with a...
-
Financial Services Trainee
2 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeJob Title: Financial Services TraineeThe role of a Financial Services Trainee at Agility Resourcing involves providing study support for ACCA or ACA qualifications after a qualifying period. This includes assisting in the training and development of team members, as well as contributing to the company's goal of delivering high-quality services.Key...
-
Trainee Product Development Manager
1 day ago
Preston, Lancashire, United Kingdom D R Newitt Recruitment Full timeFinding Your Next Challenge as a Trainee Product Development ManagerAbout Our Company:As a leading organization in the food industry, we strive to produce high-quality, innovative products for customers worldwide.Job Description:In this role, you will assist in the analysis and improvement of food product formulations, collaborate with cross-functional...
-
Trainee Accounts and Finance Specialist
1 week ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAbout the Role:We are excited to offer an entry-level position for a Trainee Accounts and Finance Specialist to join our Finance Team at Agility Resourcing. As a Trainee Accounts Assistant, you will play a vital role in supporting our busy team and contributing to the success of our business.Main Responsibilities:Manage bank reconciliation and purchase...
-
Dealmaking Trainee
3 weeks ago
Preston, Lancashire, United Kingdom Graduate Links Full timeAbout the Role"> Graduate Links invites applications from talented individuals for the position of Graduate Trainee Deal Maker. This exciting opportunity offers the chance to join a top-ranked dealmaking team, responsible for multi-million-pound business sales. Over the course of 18 months, you will develop expertise in client administration, business...
-
Financial Analyst Trainee
3 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeJob OverviewA leading accountancy practice in Kendal is seeking a highly motivated AAT trainee to join their team. This exciting opportunity will involve preparation of accounts for sole traders and ltd companies, VAT returns, liaison with clients on accounts queries, introduction to audit, and general bookkeeping. In return, you can expect an above-average...
-
Trainee Commercial Operations Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Page Personnel Sales Full timeJoin Page Personnel Sales as a Trainee Commercial Analyst and take the first step towards a rewarding career in finance!Our client is a well-established player in the Professional Service industry, offering a range of services nationwide. As a Trainee Commercial Analyst, you will work closely with experienced professionals to gain valuable insights into...
-
Commercial Finance Trainee Position
1 month ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeCareer Advancement OpportunitiesFully supported professional development will be provided depending on the chosen role, including ATT/CTA for Tax Trainees and CIMA/ACCA for Graduate Management Accountants.The company offers in-house training, flexible working hours, and a profit-related bonus. Enjoy 33 days of holiday per year while advancing your career in...
-
Trainee Business Development Manager
4 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAbout UsAt Agility Resourcing, we pride ourselves on providing exceptional recruitment services in Finance and HR. Our mission is to find top candidates for our clients while fostering a supportive and collaborative work environment.Salary and BenefitsAs a Trainee Recruitment Consultant, you will receive a basic salary of £22,000 and an uncapped commission...
-
BAE Systems IT Project Manager Trainee Programme
4 weeks ago
Preston, Lancashire, United Kingdom BAE Systems Full timeAbout the Role:We are looking for an ambitious individual to join our IT Project Management team as a Degree Apprentice. As an IT Project Manager Trainee, you will be responsible for delivering projects and programmes across various BAE Systems sectors.You will have the opportunity to work on diverse projects, developing your skills in project management,...
-
Trainee Financial Services Professional
3 days ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Overview:Artemis Recruitment Consultants Ltd has an exciting opportunity for a Trainee Financial Adviser to join their team in Preston.Key Responsibilities:Prospecting and contacting potential clients to advise them on their financial circumstances and objectives.Managing client portfolios in accordance with their mandates and objectives.Ensuring...
-
Executive Chef Trainee
3 days ago
Preston, Lancashire, United Kingdom The Mill, St Catherine's Park Full timeAbout The RoleWe are recruiting an ambitious and passionate individual to join our team as an Executive Chef Trainee. This is a fantastic opportunity for someone looking to develop their culinary skills and gain valuable experience in a professional kitchen environment.The successful candidate will work closely with our experienced Senior Chefs to prepare,...