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Financial Advisor Trainee

2 months ago

Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Financial Advisor Opportunity

We are working with a leading financial services firm in London to find a motivated and organized individual to join their team as a Trainee Financial Advisor. The successful candidate will have the opportunity to train and develop their skills in a dynamic and supportive environment.

Key Responsibilities:
  1. Support Senior Advisers in client meetings and manage action points
  2. Deliver business submissions and analytics using FE Analytics and Voyant reports
  3. Respond to client inquiries and identify opportunities for referrals
  4. Manage workflow CRM systems and prepare illustrations and electronic business submissions
  5. Critical yield calculations and oversee the completion of the Letter of Authority Process
  6. Ensure data on Salesforce is completed and prepare for meetings
Requirements:
  1. Degree-level education and relevant experience in Wealth Management or regulated Financial Services
  2. Excellent communication and organizational skills, with attention to detail
  3. Computer literate and familiar with Microsoft Office
  4. Ability to work autonomously and as part of a team, with strong interpersonal skills

Our client offers a competitive package, including exam support and additional leave to sit exams while working towards a diploma.