Financial Adviser Trainee
4 weeks ago
We are seeking a highly motivated Trainee Financial Adviser to join our team at Lloyd Recruitment - Epsom. As a Trainee Financial Adviser, you will have the opportunity to work closely with our experienced advisers and learn the skills necessary to become a fully qualified Financial Adviser.
Our Trainee Financial Adviser programme is designed to provide you with the support and guidance you need to succeed in this role. You will work alongside our experienced advisers, who will mentor and guide you throughout your training.
As a Trainee Financial Adviser, your responsibilities will include working closely with the administration team to gather policy information, helping with projects such as Mifid annual reviews and client campaigns, and providing general administrative support.
You will also have the opportunity to develop your communication skills by speaking directly with clients and carrying out client reviews. Additionally, you will be responsible for building relationships with clients and generating new business opportunities.
We are looking for a self-motivated individual who is keen to learn and develop their skills. You will need to have a degree and be studying for exams towards becoming an IFA or fully qualified Financial Adviser. You will also need to have good communication skills, be able to work well in a team, and have a driving license.
If you are a motivated and ambitious individual who is looking for a challenging and rewarding role, we would love to hear from you. Please apply for this vacancy and we will be in touch to discuss further.
-
Financial Services Trainee
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeLocation - LondonSalary - £35,000Our client, an award-winning team of Independent Financial Advisers, provides a personal, independent, and bespoke wealth management service to high net worth clients. They are expanding their successful business in London and are seeking Trainee Financial Advisers to support their Sales Managers and Advisers.As a Trainee...
-
Financial Services Trainee
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full time**About the Role**We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser.As a Trainee Adviser, you will be working closely with our experienced team to provide support to Sales Managers and Advisers, and will have the opportunity to develop your skills and knowledge in a fast-paced and dynamic...
-
Financial Planning Assistant
1 month ago
London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000Join Financial Divisions, a well-established and highly recognised IFA, as a Paraplanning Specialist. **Key Responsibilities:** * Produce illustrations and valuations * Prepare annual reviews * Liaise with clients and Advisers * Process fund switches and drawdowns * Write suitability reports across pensions, investments, IHT and estate planning **About...
-
Financial Services Trainee
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeOur client, an award-winning team of Independent Financial Advisers, provides a personal, independent, and bespoke wealth management service to high net worth clients.As a Trainee Adviser, you will work as part of a productive, high-performing team to provide support primarily to Sales Managers and Advisers.You should have experience of working in an IFA...
-
Career Opportunities in Financial Services
1 week ago
London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeEstablish a successful career as a financial adviser with St. James's Place Financial Adviser Academy.About UsWe offer a unique blend of autonomy, meritocracy, and flexibility that sets us apart from other companies in the industry.Our OpportunityLaunch your career as a financial adviser and benefit from a structured, supportive environment that provides the...
-
Financial Services Trainee
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeTrainee Financial Adviser OpportunityBlakemore Recruitment is working with an award-winning team of Independent Financial Advisers who provide a personal, independent, and bespoke wealth management service to high net worth clients.Key Responsibilities:Support Sales Managers and Advisers in providing exceptional client serviceDevelop technical skills and...
-
Financial Advisor Trainee
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly motivated and organized individual to join our team as a Trainee Financial Adviser. The successful candidate will have the opportunity to train and develop their skills in a dynamic and supportive environment.Key Responsibilities:Support Senior Advisers in client meetings and manage action pointsDeliver business submissions and...
-
Senior Mortgage Adviser
4 weeks ago
London, Greater London, United Kingdom P10 Financial Group Full timeJob DescriptionWe are seeking a highly skilled Senior Mortgage Adviser to join our team at P10 Financial Group. As a key member of our mortgage team, you will be responsible for advising clients on mortgage applications, business development, and assessing the financial position and credibility of customers seeking mortgages.Key Responsibilities:Advising on...
-
Legal Adviser Trainee
4 weeks ago
London, Greater London, United Kingdom Ministry of Justice Full timeAbout the RoleThe role of the legal adviser is vital to the smooth running of HM Courts and Tribunals Service (HMCTS). As a trainee legal adviser, you'll be surrounded by learning opportunities every day, so if you have a passion for law, this could be the right role for you.You'll learn new legal skills as you develop your career, working on everything from...
-
Mortgage & Protection Adviser
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled Mortgage & Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and protection products.Key ResponsibilitiesMeet performance targets and prospect for new business opportunitiesFact-find...
-
Financial Services Trainee
4 weeks ago
London, Greater London, United Kingdom Yaanetechnologies Full timeJoin Yaanetechnologies as a Financial Services Trainee and take the first step in your career as a financial advisor. With 4-6 years of experience, you will be responsible for driving reach and depth of dummy products in the Sales & Business Development functional area.Key Responsibilities:8 months management trainee stintResponsible for driving reach and...
-
Financial Accountant Trainee
4 weeks ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeJob Title: Financial Accountant TraineeWe are seeking a highly motivated and detail-oriented Financial Accountant Trainee to join our team. As a Financial Accountant Trainee, you will be responsible for assisting in the preparation of financial statements, managing accounts payable and receivable, and performing financial analysis.Key Responsibilities:Assist...
-
Financial Analyst Trainee
4 weeks ago
London, Greater London, United Kingdom Venture Recruitment Partners Full timeFinancial Analyst TraineeWe are seeking a talented Financial Analyst Trainee to join our dynamic finance team. As a Financial Analyst Trainee, you will be responsible for ensuring the accuracy of monthly accounts and collaborating with various teams to drive financial success.Key Responsibilities:Prepare monthly management accounts, balance sheet...
-
Mortgage & Protection Adviser
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking a skilled Mortgage & Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing high-quality mortgage advice and insurance solutions to our clients.Key Responsibilities:Meet performance targets and prospect for new business opportunitiesEffectively...
-
Financial Trainee
2 weeks ago
London, Greater London, United Kingdom Holden Jones Ltd Full timeWe are seeking a detail-oriented trainee to join our team at Holden Jones Ltd.Your role will involve working closely with our clients, assisting them with financial tasks such as bank reconciliations, purchase ledger, and VAT returns.As a trainee accountant, you will have the opportunity to study the AAT accounting qualification and develop your skills under...
-
Mortgage & Protection Adviser
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking a Mortgage & Protection Adviser to join their team. The successful candidate will be responsible for providing high-quality mortgage advice and explaining different types of mortgages available to clients. They will also be required to explain required insurance and protection products so that clients can make informed...
-
Mortgage & Protection Adviser
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled Mortgage & Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and protection products.Key ResponsibilitiesMeet performance targets and prospect for new business opportunitiesFact-find...
-
Trainee Legal Adviser
4 weeks ago
London, Greater London, United Kingdom Ministry of Justice Full timeAbout the RoleThe Ministry of Justice is seeking a Trainee Legal Adviser to join our exceptional legal team. As a Trainee Legal Adviser, you will provide magistrates with advice on points of law, practice, and procedure, and assist with the formulation and drafting of the reasons behind their judgments.Key ResponsibilitiesProvide legal advice to magistrates...
-
Financial Analyst Trainee
4 weeks ago
London, Greater London, United Kingdom Arlington Resource Management Ltd Full timeFinancial Analyst TraineeArlington Resource Management Ltd is seeking a highly motivated and detail-oriented Financial Analyst Trainee to join its Group Finance team in London. As a Financial Analyst Trainee, you will be responsible for providing financial analysis and support to the Group Finance Manager and the wider finance team.Key...
-
Career Launchpad for Ambitious Individuals
3 weeks ago
London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeUnlock Your Potential with St. James's Place Financial Adviser AcademyA fulfilling career awaits you at St. James's Place Financial Adviser Academy, offering a unique blend of autonomy, meritocracy, and flexibility.Pursue a rewarding career path that empowers you to launch a successful business, grow long-term relationships, and offer life-changing...