Trainee Financial Services Professional

2 days ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is looking for a talented and driven individual to join their team as a Trainee Financial Adviser in Cumbria.

Key Accountabilities:

The successful candidate will be responsible for delivering exceptional client service, while ensuring compliance with regulatory requirements and maintaining high standards of performance.

Main Tasks:

  1. Developing and implementing effective sales strategies to attract new clients.
  2. Conducting thorough research to stay up-to-date with industry trends and developments.
  3. Maintaining accurate and comprehensive records of client interactions and transactions.
  4. Resolving client queries and concerns in a timely and professional manner.
  5. Collaborating with colleagues to achieve business objectives.

Essential Skills:

  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Previous experience in a sales or advisory role.

Salary Range: £24,000 - £30,000 per year.

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