Wealth Management Specialist

2 weeks ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are currently seeking a skilled and enthusiastic individual to fill the role of Trainee Financial Adviser at Artemis Recruitment Consultants Ltd.

About the Role:

This exciting opportunity involves working closely with experienced professionals to develop your skills and expertise in the financial services sector.

Main Responsibilities:

  1. Building relationships with potential clients to understand their needs and provide tailored advice.
  2. Staying up-to-date with industry developments and regulatory changes.
  3. Maintaining accurate and detailed records of client interactions and transactions.
  4. Providing excellent customer service and resolving client queries promptly.
  5. Liaising with colleagues to ensure seamless delivery of services.

Requirements:

  • Proven ability to learn and adapt quickly.
  • Strong analytical and problem-solving skills.
  • Good communication and interpersonal skills.
  • Previous experience in a sales or advisory role.

Remuneration: £24,000 - £30,000 per year.



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