Trainee Financial Adviser

6 days ago


Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview

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
  1. Develop and maintain high compliance standards, ensuring adherence to regulatory requirements.
  2. Support senior colleagues in the preparation of suitability reports, providing guidance and expertise as needed.
  3. Research and obtain relevant quotations from providers, evaluating options and making informed recommendations.
  4. Process new business, accurately capturing client information and preferences.
  5. Communicate effectively with clients, presenting complex information in a clear and concise manner.
  6. Maintain accurate and up-to-date records, ensuring compliance with regulatory requirements.
Requirements
  • Possess a Full FPC or Certificate of Financial Planning (first paper required for Trainee status), demonstrating a solid foundation in financial planning concepts.
Salary and Benefits

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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