Junior Financial Adviser Position in Hertfordshire
5 hours ago
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:
- Assisting senior advisers in delivering high-quality client service
- Managing action points from client meetings for efficient workflow
- Preparing business submissions and analyzing data using FE Analytics
- Responding to client inquiries (technical and administrative)
- Identifying opportunities and referrals from existing clients
- Managing CRM systems for seamless communication
- Preparing illustrations and electronic business submissions using Blue-door software
- Performing critical yield calculations and data analysis
- Overseeing the completion of the letter of authority process
- 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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