Financial Advisor

3 weeks ago

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

Type of Position: Trainee Financial Adviser - Tring

Trainee Financial Adviser Opportunity

We are seeking an ambitious and detail-oriented Trainee Financial Adviser to join our team based in Tring, Hertfordshire. This role involves working closely with experienced financial advisers to provide exceptional client service and support.

Key Responsibilities:

  • Collaborate with Senior Advisers to deliver high-quality financial advice
  • Manage Action Points from Client Meetings for seamless project execution
  • Presentation and submission of business proposals
  • Analyzing financial data using advanced tools and preparing detailed reports
  • Responding to client inquiries with precision and professionalism
  • Identifying opportunities and referrals from existing clients
  • Maintaining CRM systems to optimize workflow efficiency
  • Preparing comprehensive illustrations and electronic submissions
  • Critical analysis and calculation of yields
  • Ensuring timely completion of the Letter of Authority Process

Qualifications:

  • Bachelor's degree in Finance, Business, Economics, or a related field
  • Excellent analytical and problem-solving skills
  • Strong attention to detail and organizational abilities
  • Effective communication and interpersonal skills
  • Able to work independently and as part of a collaborative team

Estimated Salary: £25,000 - £30,000 per annum. Competitive benefits package available.

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