Trainee Financial Adviser
4 days ago
This is an exciting opportunity to join Antony George Recruitment as a Trainee Financial Adviser and embark on a career development journey that will equip you with the skills and knowledge to become a fully qualified Financial Adviser.
Key Responsibilities- Shadow experienced Financial Advisers to gain hands-on experience and industry insights
- Work closely with the administration team to gather policy information and support the delivery of high-quality client services
- Contribute to projects such as Mifid annual reviews, client campaigns, and annual portfolio rebalances
- Assist in writing reports, including annual review letters and client suitability reports
- Provide general administrative support to the team
- Develop strong relationships with clients through face-to-face meetings and client reviews
- Identify and pursue business opportunities to drive growth and revenue
- Must have been studying for exams towards becoming an IFA or fully qualified
- Relevant experience in the financial services industry, preferably in a paraplanner or advisor support role
- Degree holder with strong technical knowledge of pensions, investments, and IHT planning
- Excellent communication and interpersonal skills, with the ability to work effectively in a team
- Strong analytical and problem-solving skills, with the ability to think critically and creatively
- Proficiency in Microsoft Office, including Excel, Word, and PowerPoint
- Experience with back-office systems, such as X-Plan or similar, FE Analytics, Cashcalc, and provider platforms
- A comprehensive training program to develop your skills and knowledge as a Financial Adviser
- A supportive and collaborative team environment that encourages growth and development
- A competitive salary and benefits package, including a bonus scheme and private health insurance
- Opportunities for career advancement and professional growth
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Financial Planner Trainee
4 days ago
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Financial Planner Trainee
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Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Planner TraineeCompany: Artemis Recruitment Consultants LtdJob Type: Full-timeIndustry: Financial ServicesJob Description:We are working with a leading wealth management firm who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified...
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Trainee Financial Adviser
1 day ago
Reigate, Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleThis is an exciting opportunity to join Antony George Recruitment as a Trainee Financial Adviser and embark on a career development journey that will equip you with the skills and knowledge to become a fully qualified Financial Adviser.Key ResponsibilitiesShadow experienced Financial Advisers to gain hands-on experience and industry...
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Trainee Financial Adviser
1 day ago
Reigate, Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleThis is an exciting opportunity to join Antony George Recruitment as a Trainee Financial Adviser and embark on a career development journey that will equip you with the skills and knowledge to become a fully qualified Financial Adviser.Key ResponsibilitiesShadow experienced Financial Advisers to gain hands-on experience and industry...
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Financial Trainee
4 days ago
Reigate, Surrey, United Kingdom Reed Full timeWe are seeking a highly motivated and detail-oriented Financial Trainee to join our team at Reed. This entry-level position is ideal for individuals who are starting their career in accounting and finance and are eager to learn and grow within the field.Main ResponsibilitiesAssist with the preparation of financial documents, including invoices, bills, and...
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Financial Trainee
4 days ago
Reigate, Surrey, United Kingdom Reed Full timeWe are seeking a highly motivated and detail-oriented Financial Trainee to join our team at Reed. This entry-level position is ideal for individuals who are starting their career in accounting and finance and are eager to learn and grow within the field.Main ResponsibilitiesAssist with the preparation of financial documents, including invoices, bills, and...
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Trainee Accountant
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Financial Services Coordinator
6 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeOur esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...
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Financial Services Coordinator
6 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeOur esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...
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Financial Services Coordinator
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Reigate, Surrey, United Kingdom Specialist Recruit Full timeOur esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...
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Financial Services Coordinator
8 hours ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeOur esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...
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Financial Services Coordinator
1 week ago
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Lead Financial Advisor
4 weeks ago
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Administrative Assistant
1 week ago
Reigate, Surrey, United Kingdom Specialist Recruit Full time**Job Summary**Specialist Recruit is seeking a highly skilled and organized Financial Services Coordinator to join our team. As a key member of our financial planning company, you will provide exceptional administrative support to our Financial Advisers and clients.**Key Responsibilities**Provide full administrative support to our clients, including...
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Lead Financial Advisor
4 weeks ago
Reigate, Surrey, United Kingdom KHR - Recruitment Specialists Full timeLead Financial AdvisorFull-time, permanent position, Monday to Friday, 9am - 5:30pmCompetitive salary (dependent on experience) + benefits including holiday, pension, travel reimbursement, and educational support.KHR - Recruitment Specialists is collaborating with a dedicated consultancy that offers financial guidance and services to a well-established...
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Financial Services Specialist
2 weeks ago
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Financial Planning Administrator
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Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our team, you will provide administrative support to our financial planning team, ensuring the smooth delivery of high-quality financial advice to our clients.Responsibilities and DutiesPrepare and...
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Financial Planning Coordinator
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Financial Services Specialist
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Financial Services Specialist
6 days ago
Reigate, Surrey, United Kingdom KHR - Recruitment Specialists Full timeJob DescriptionJob Title: Financial Services SpecialistJob Type: Full-time, PermanentLocation: Remote (with occasional travel to client sites)Job Summary:We are seeking an experienced Financial Services Specialist to join our team at KHR - Recruitment Specialists. As a Financial Services Specialist, you will be responsible for providing financial advice and...