Junior Financial Adviser Position in Hertfordshire

5 hours ago


Tring, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are looking for a skilled Trainee Financial Adviser to join our client in Tring, Hertfordshire. As a Trainee, you will support experienced advisers in providing financial advice to clients, developing research and analytical skills, preparing reports, and participating in client meetings.

Job Description:

The successful candidate will be responsible for:

  1. Assisting senior advisers in delivering high-quality client service
  2. Managing action points from client meetings for efficient workflow
  3. Preparing business submissions and analyzing data using FE Analytics
  4. Responding to client inquiries (technical and administrative)
  5. Identifying opportunities and referrals from existing clients
  6. Managing CRM systems for seamless communication
  7. Preparing illustrations and electronic business submissions using Blue-door software
  8. Performing critical yield calculations and data analysis
  9. Overseeing the completion of the letter of authority process
  10. Preparing for all meetings

Required Qualifications:

  • Bachelor's degree in Finance, Business, Economics, or a related field
  • Excellent analytical and problem-solving skills
  • Strong attention to detail and organizational abilities
  • Effective communication and interpersonal skills
  • Ability to work independently and as part of a team


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