Trainee Wealth Manager

4 weeks ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role:

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:

  1. Developing and implementing tailored financial plans for clients.
  2. Conducting thorough research and analysis to identify suitable investment opportunities.
  3. Maintaining accurate records of client interactions and transactions.
  4. 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).



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