Trainee Advisor

3 days ago


Oxford, Oxfordshire, United Kingdom GCB Recruitment Full time
Responsibilities

The Trainee Advisor will be responsible for making appointments with clients and prospective clients, researching investment systems, preparing client annual reviews and follow-ups, and analyzing portfolios and funds.

They will also be involved in administrative and compliance duties, including preparing cashflow reports, new recommendation packs, and suitability reports.



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