Financial Services Trainee
4 weeks ago
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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