Financial Advisor Trainee Position

2 months ago


Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

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.



  • Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is looking for a Graduate Trainee Financial Advisor to join their team in Basingstoke. This role offers a unique opportunity to train and become a fully qualified Financial Adviser, delivering support to Senior Advisers and developing skills in wealth management.Key Responsibilities:Attend client meetings with senior...


  • Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Graduate Financial Advisor RoleWe are looking for a graduate-level individual to join our team as a Trainee Financial Adviser in Basingstoke. As a trainee, you will work closely with senior advisers to deliver exceptional service to clients and continue to develop your skills in wealth management.About the Role:Attend client meetings with senior advisers and...

  • Financial Trainee

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom ProTalent Limited Full time

    Job OverviewWe are seeking a dedicated and driven Trainee to join our team in Basingstoke, Hampshire. As a Trainee Accountant with ProTalent Limited, you will have the opportunity to gain invaluable hands-on experience in a supportive and collaborative environment.The estimated salary for this position is £25,000 - £30,000 per annum, depending on...


  • Basingstoke, Hampshire, United Kingdom Pro Talent Full time

    Job Description:We are seeking a skilled Financial Analyst Trainee to join our team at Pro Talent. In this role, you will be responsible for preparing accounts for a variety of clients.You will also assist with audits and tax returns, supporting and mentoring junior team members, and client communication and relationship management.This is an excellent...


  • Basingstoke, Hampshire, United Kingdom Ivy Rock Partners Full time

    Job Title: Strategic Financial Advisor for Regeneration ProjectsAbout the Role:The Ivy Rock Partners is seeking a skilled Strategic Financial Advisor to join their dedicated team. This is an exciting opportunity to work on regeneration projects, events, and engagement, making a significant impact on the community.About You:You will be responsible for...


  • Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    Discover a rewarding opportunity as a Financial Advisor with Premier Jobs UK Limited, based in the vibrant regions surrounding Newbury, Andover, and Basingstoke. As a key member of our team, you will be responsible for providing exceptional financial guidance to clients, driving business growth, and fostering strong relationships within the community.We are...


  • Basingstoke, Hampshire, United Kingdom ProTalent Limited Full time

    Trainee Accountant PositionWe are currently looking for a motivated and ambitious individual to join our team as a Trainee Accountant in Basingstoke, Hampshire. This role offers a comprehensive training program and the opportunity to work with a diverse range of clients.Job DescriptionPrepare accounts for various clients under the guidance of senior...

  • Financial Advisor

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Ivy Rock Partners Full time

    About the RoleWe are looking for a skilled Financial Advisor to work on regeneration projects, events, and engagement at Ivy Rock Partners. As a key member of our team, you will provide financial guidance and support to stakeholders for assigned service areas.Your expertise in finance business partnering, budget monitoring, and management accounting will...


  • Basingstoke, Hampshire, United Kingdom ProTalent Limited Full time

    Accountancy Trainee OpportunityWe are seeking a skilled and enthusiastic individual to join our team as an Accountancy Trainee in Basingstoke, Hampshire. This role offers a unique blend of technical knowledge and soft skills development.Key Tasks and ResponsibilitiesWork closely with senior accountants to prepare accounts for multiple clients.Support the...


  • Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time £40,000 - £75,000

    Premier Jobs UK Limited is seeking a skilled Financial Services Professional to join our team. As a Home-Based Financial Advisor, you will play a vital role in delivering expert financial advice to clients across various locations.Salary & Benefits:Competitive salary: £40,000 - £75,000 per annum, subject to experience and qualificationsHoliday pay, phone,...


  • Basingstoke, Hampshire, United Kingdom Allura Svcs. Full time

    Company OverviewAllura Svcs. is a reputable organization with an expanding reputation and increasing workload. We are seeking a highly motivated individual to join our team as a Trainee Technician.


  • Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time £40,000 - £75,000

    OverviewPremier Jobs UK Limited offers an exciting opportunity for experienced financial advisors to join their team in a home-based role. This position provides the ideal chance to develop your skills and expertise while working independently.


  • Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    We are looking for a skilled Financial Services Professional to join our team based in the UK. This is an excellent opportunity for an experienced Financial Advisor to work from home and enjoy a stable career with a highly respected IFA firm.The role offers a competitive salary of around £50,000 - £60,000 per annum, depending on experience, as well as...


  • Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the Role: As a Trainee Financial Adviser, you will work closely with experienced professionals to deliver high-quality financial services to clients. This is an excellent opportunity to develop skills and knowledge in financial services, while working in a dynamic and supportive environment.Responsibilities:Client facing responsibilities, including...


  • Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time £40,000 - £75,000

    We are recruiting a seasoned Financial Services Consultant to join our team at Premier Jobs UK Limited. As a Home-Based Financial Advisor, you will provide expert financial guidance to clients across various locations, leveraging a mix of in-person and virtual consultations.Requirements:Level 4 Diploma qualified Financial Advisor with CAS status for...


  • Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time £40,000 - £75,000

    We are seeking a seasoned Financial Planner to join our esteemed team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for servicing existing clients and converting business opportunities provided by company marketing initiatives.Key Responsibilities:Deliver expert financial advice to clients through a mix of in-person meetings,...


  • Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    Employed Financial Advisor RoleJoin a respected IFA firm as a financial advisor, working from home with quality leads and existing clients. This employed job opportunity is based near Newbury / Andover / Basingstoke.Your goal is to understand clients' current and future goals, designing strategies that match their objectives. Alongside servicing provided...


  • Basingstoke, Hampshire, United Kingdom Automobile Association Developments Ltd Full time

    Role OverviewAutomobile Association Developments Ltd seeks an experienced Financial Manager to play a pivotal role in managing group management accounts for our PLC and executive boards. As a vital connection between the finance team and company executives, this position requires providing timely and accurate financial information.Salary: £80,000 -...


  • Basingstoke, Hampshire, United Kingdom Austin Fraser Full time

    Role Summary:The Austin Fraser team is seeking a highly motivated Mechanical Engineer Trainee to join their ranks. As a key member of the installation, refurbishment, and maintenance team, you will play a vital role in ensuring the smooth operation of Ventilation plant on clients' premises.Main Responsibilities:Collaborate with Lead Engineers and Supervisors...


  • Basingstoke, Hampshire, United Kingdom Taylor Rose Recruitment Ltd Full time

    We are seeking a highly skilled Financial Analyst to join our client's team in Basingstoke. The successful candidate will be responsible for preparing and analyzing financial reports, identifying areas for cost savings, and developing strategies to improve financial performance.The estimated salary for this role is £45,000 - £65,000 per annum. Key...