Finance Trainee
4 weeks ago
We are seeking a highly motivated Trainee Finance Consultant to join our team at Lloyd Recruitment - Epsom. As a Trainee Finance Consultant, you will have the opportunity to work closely with our experienced advisers and learn the skills necessary to become a fully qualified Adviser.
Our client is offering a 2-3 year programme that includes learning support and on-the-job experience. You will work alongside experienced advisers with a mentor programme in place, allowing you to quickly develop your skills and progress in your career.
Key Requirements:- Must have been studying for exams towards being an IFA or fully qualified
- May already have some financial services industry experience and wants to move on
- Degree holder
- Good with Excel, Word, etc.
- Keen to quickly work through the ranks by working hard
- Good communication skills: phone, face-to-face, and written
- Demonstrate initiative
- Hold a driving license
- Team player
- Working closely with the administration team to help gather policy information
- Help with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances
- Help Advisers writing reports: e.g., Annual review letters, client suitability report
- General admin support
- Speaking directly to clients and carrying out client reviews
- Relationship building
- Generating and converting opportunities into business
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