Financial Advisor Trainee

6 days ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Financial Adviser Opportunity in London

We are seeking a motivated and organised individual to join our team as a Trainee Financial Adviser. The successful candidate will have the opportunity to train to become a fully qualified Financial Adviser, delivering support to a Senior Adviser and their team.

About the Role:
  • This is an ideal position for a graduate looking to start their career in financial services.
  • The role involves attending client meetings with senior advisers, managing action points, and contributing to business submissions.
Responsibilities:
  1. Attend Client Meetings with Senior Advisers and gain valuable experience in client interaction.
  2. Manage Action Points from Client Meetings effectively, ensuring timely completion of tasks.
  3. Contribute to Business Submissions, utilising skills in analytics and report preparation.
  4. Provide excellent customer service, responding to client inquiries and identifying opportunities for referrals.
  5. Manage workflow CRM systems efficiently, maintaining accurate records and data.
  6. Prepare detailed illustrations and electronic business submissions using Blue-door software.
  7. Calculate critical yield calculations accurately, providing valuable insights to clients.
  8. Oversee the completion of the Letter of Authority Process, ensuring seamless client onboarding.
  9. Maintain accurate data on Salesforce, ensuring up-to-date client information.
  10. Prepare thoroughly for all meetings, demonstrating professionalism and expertise.
Requirements:
  • Degree-level educated with a strong understanding of wealth management principles.
  • Relevant experience in regulated financial services or a similar industry.
  • Excellent organisational and time management skills, with attention to detail.
  • Strong communication and interpersonal skills, with the ability to work effectively in a team.
  • Computer literate, with proficiency in Microsoft Office and CRM systems.
Benefits:
  • A competitive salary of £25,000 - £32,000 per annum, commensurate with experience.
  • Exam support and additional leave to sit professional exams, enhancing your qualification and career prospects.
  • Ongoing training and development opportunities, ensuring you stay up-to-date with industry trends and best practices.


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