Financial Adviser/Trainee Financial Adviser
1 month ago
Type of Position: Trainee Financial Adviser - Tring
Estimated Salary: £27,500 per annum
We are seeking a motivated Trainee Financial Adviser to join our client based in Hertfordshire. As a Trainee, you will assist experienced advisers in providing financial advice to clients, developing research and analytical skills, preparing reports, and participating in client meetings.
Key Responsibilities:
- Collaborate with Senior Advisers to deliver exceptional client service
- Manage Action Points from Client Meetings for efficient workflow
- Business Submission and Analytics using FE Analytics
- Respond to Client Inquiries (Technical and administrative)
- Identify Opportunities and Referrals from Existing Clients
- Manage CRM systems for seamless communication
- Prepare Illustrations and Electronic Business Submissions utilizing Blue-door software
- Critical Yield Calculations and Data Analysis
- Oversee the completion of the Letter of Authority Process
- Preparation for all meetings
Requirements:
- 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
- Ability to work independently and as part of a team
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