Financial Advisor

2 months ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description:

We are seeking an experienced Trainee Financial Adviser to join our team at Artemis Recruitment Consultants Ltd in Preston.

The successful candidate will have a good understanding of relevant legislation affecting the financial services industry, as well as experience working within the sector. A strong knowledge of compliance processes and procedures is also essential.

Main Responsibilities:

  • Prospecting and contacting potential clients to advise on their financial needs and objectives.
  • Maintaining accurate client records and ensuring all supporting documents are up-to-date.
  • Providing excellent customer service and resolving any client queries in a timely manner.
  • Staying up-to-date with relevant regulatory requirements and product knowledge.

Requirements:

  • A minimum of 2 years' experience within the financial services industry.
  • A strong understanding of compliance procedures and regulations.
  • Excellent communication and customer service skills.
  • Ability to work independently and as part of a team.

Salary: £25,000 - £30,000 per annum (dependent on experience).



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