Trainee Financial Adviser
6 days ago
The successful candidate will work closely with experienced professionals to deliver exceptional client service and advice. This role offers opportunities for growth, development, and career advancement within a dynamic and supportive environment.
Key Responsibilities- Develop and maintain high compliance standards, ensuring adherence to regulatory requirements.
- Support senior colleagues in the preparation of suitability reports, providing guidance and expertise as needed.
- Research and obtain relevant quotations from providers, evaluating options and making informed recommendations.
- Process new business, accurately capturing client information and preferences.
- Communicate effectively with clients, presenting complex information in a clear and concise manner.
- Maintain accurate and up-to-date records, ensuring compliance with regulatory requirements.
- Possess a Full FPC or Certificate of Financial Planning (first paper required for Trainee status), demonstrating a solid foundation in financial planning concepts.
Estimated salary range: £30,000 - £45,000 per annum, depending on experience and qualifications. The company offers a comprehensive benefits package, including professional development opportunities and a supportive work environment.
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Trainee Financial Planner
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Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole SummaryWe are looking for a skilled and enthusiastic individual to support our financial planning team as a Paraplanner / Trainee. The ideal candidate will have a strong understanding of financial planning principles and practices, excellent communication skills, and a keen eye for detail.ResponsibilitiesThe responsibilities of this role...
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Trainee Financial Advisor
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Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:Artemis Recruitment Consultants Ltd is looking for a skilled and enthusiastic Trainee Financial Advisor to join our team. As a key member of our financial services team, you will play a vital role in supporting clients and providing exceptional customer service.Key Responsibilities:- Preparation of suitability reports from approved templates-...
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Trainee Financial Advisor
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Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Role:As a Trainee Financial Advisor, you will play a key part in supporting our experienced advisors and helping to deliver high-quality financial planning services to our clients. Your responsibilities will include preparing reports, researching providers, and communicating with customers.Main Tasks:Compile detailed reports using approved...
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Financial Planning Assistant
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Junior Financial Services Professional
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Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are seeking a talented and ambitious individual to join our financial planning team as a Paraplanner / Trainee. In this role, you will assist in the preparation of suitability reports, draft templates for approval, obtain relevant quotations from providers, process new business, and comply with FCA rules and business procedures.Key...
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Financial Planning Associate
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