Financial Advisor Trainee Position
4 days ago
Job Summary: We are seeking a motivated and organised individual to join our team as a Trainee Financial Adviser in Basingstoke.
About the Job: This is an excellent opportunity for a graduate level candidate to train and develop skills in financial services, working closely with senior advisers and their teams. The ideal candidate will be degree educated, have relevant experience in wealth management or regulated financial services, and possess strong interpersonal and organisational skills.
Responsibilities:
- Attend client meetings with senior advisers
- Manage action points from client meetings
- Business submissions and analytics using FE Analytics and Voyant reports
- Respond to client inquiries (technical and administrative)
- Identify opportunities and referrals from existing clients
- Manage workflow CRM systems
- Preparation of illustrations and electronic business submissions using Blue-door software
- Critical yield calculations
- Letter of authority process
- Data completion on Salesforce
Requirements:
- Degree level education
- Relevant experience in wealth management or regulated financial services
- Attention to detail and excellent organisation skills
- Excellent written and verbal communication skills
- Computer literacy and familiarity with Microsoft Office
Benefits: Our client offers a generous package, including exam support and additional leave to sit exams whilst working towards your diploma.
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