Trainee Wealth Management Career

1 month ago


Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Role: As a Trainee Financial Adviser, you will work closely with experienced professionals to deliver high-quality financial services to clients. This is an excellent opportunity to develop skills and knowledge in financial services, while working in a dynamic and supportive environment.

Responsibilities:

  • Client facing responsibilities, including meeting preparation and data entry
  • Business document preparation and submission
  • Technical and administrative support to clients
  • Opportunity identification and development within existing client relationships
  • CRM system management and data analysis

Requirements:

  • Degree-level education and relevant experience in wealth management or financial services
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Familiarity with Microsoft Office and CRM systems

Salary: £25k - £30k per annum



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