Financial Services Trainee

4 weeks ago


Banstead, Surrey, United Kingdom Antony George Recruitment Full time
Job Description

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will have the opportunity to work closely with our experienced financial advisers and gain a comprehensive understanding of the financial services industry.

Key Responsibilities:

  • Shadowing financial advisers to gain hands-on experience
  • Working closely with the administration team to gather policy information
  • Assisting with projects such as Mifid annual reviews and client campaigns
  • Helping advisers write reports and provide general admin support
  • Speaking directly to clients and carrying out client reviews
  • Building relationships and generating business opportunities

Requirements:

  • Must have been studying for exams towards being an IFA or fully qualified
  • At least 1-year financial services experience
  • Relevant skills and experience, including good communication skills and technical knowledge of pensions, investments, and IHT planning

About Us:

Our company, Antony George Recruitment, is a leading recruitment agency specializing in financial services. We are committed to providing our clients with exceptional service and our candidates with the best possible opportunities.



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