Financial Services Trainee

1 day ago


Tring, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Junior Financial Advisor - Tring

Job Overview

We are seeking a motivated Trainee Financial Adviser to join our team based in Tring, Hertfordshire. As a Trainee, you will assist experienced advisers in providing financial guidance to clients.

Responsibilities:

  1. Participate in client meetings with senior advisors
  2. Manage action points from client interactions
  3. Conduct research and analyze financial information
  4. Prepare detailed reports and participate in client meetings
  5. Respond to client inquiries (technical and administrative)
  6. Identify opportunities and referrals from existing clients
  7. Manage workflow CRM systems
  8. Prepare illustrations and electronic business submissions using Blue-door software
  9. Critical yield calculations

Qualifications:

  • Bachelor's degree in Finance, Business, Economics, or related field
  • Excellent analytical and problem-solving skills
  • Strong attention to detail
  • Excellent communication and interpersonal skills

Salary Range: £25k-£30k per annum



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