Financial Services Professional

2 weeks ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Advisor to join their team in Liverpool. The successful candidate will be responsible for advising clients on their financial needs and objectives.

Key responsibilities include:

  • Prospecting and contacting potential clients to discuss their financial needs
  • Compiling reports and making recommendations to clients
  • Managing client portfolios and ensuring compliance with regulatory requirements
  • Providing excellent customer service and ensuring clients are treated fairly
  • Maintaining accurate records and ensuring data security

Requirements:

  • Previous experience in financial services
  • Good understanding of relevant legislation and regulatory requirements
  • Ability to compile reports and make recommendations

Qualifications:

  • Relevant qualifications in financial services


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