Aspiring Financial Professional

2 days ago


Coulsdon, Greater London, United Kingdom Lloyd Recruitment - Epsom Full time
Financial Adviser/Trainee Financial Adviser Role at Lloyd Recruitment - Epsom

We are offering a unique opportunity to train and develop into a fully qualified Financial Adviser, working closely with an experienced team.

About the Company

Lloyd Recruitment Services is a reputable agency based in Epsom, dedicated to providing high-quality recruitment solutions.

In this role, you will have the chance to work alongside experienced professionals, gain valuable skills, and progress your career.

Job Description:Key Responsibilities
  1. Assist in gathering policy information for clients, working closely with the administration team.
  2. Contribute to various projects, including Mifid annual reviews, client campaigns, and portfolio rebalances.
  3. Support Advisers in writing reports, such as Annual Review Letters and Client Suitability Reports.
  4. Provide general administrative support.
  5. Engage with clients, conduct reviews, and build relationships.
  6. Identify and convert business opportunities into revenue-generating leads.
Salary and Benefits:

The estimated salary for this role is around £25,000-£30,000 per annum, depending on experience. As a member of our team, you can expect a competitive compensation package, along with opportunities for growth and development.

As an equal opportunities employer, we value diversity and inclusivity. Our team is committed to creating a supportive environment where everyone can thrive.

Please note that due to the high volume of applications, we can only respond to shortlisted candidates. If you haven't heard from us within 5 days, please assume that you have not been selected for further consideration.

By applying for this position, you acknowledge that you have read and understood our Privacy and GDPR Policy, which can be found on our website.



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