Trainee Financial Adviser - London

Artemis Recruitment Consultants; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in London is seeking a confident and motivated Trainee Financial Adviser to join their team. The successful candidate will work closely with Senior Advisers, gaining valuable experience while pursuing full qualification. Responsibilities include managing client inquiries, attending meetings, and utilizing various tools for analytics and reporting. A generous package including exam support and additional leave is offered to support your career growth.

Benefits

Exam support

Additional leave for exam preparation

Qualifications

• Degree level educated.
• Relevant experience in Wealth Management or regulated Financial Services.
• Strong interpersonal and time management skills.

Responsibilities

• Attend client meetings with Senior Advisers.
• Manage action points and business submissions.
• Prepare detailed reports using analytics tools.

Skills

Attention to detail

Organisational skills

Written communication

Verbal communication

Interpersonal skills

Education

Degree level education

Tools

FE Analytics

Salesforce

Microsoft Office

Job description

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Trainee Financial Adviser - London, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

de341eb8d5b2

Job Views:

38

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

Trainee Financial Adviser - London

We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will deliver support to a Senior Adviser and their team, whilst continuing the path to being fully qualified.

Responsibilities:

- Attend Client Meetings with Senior Advisers

- Manage Action Points from Client Meetings

- Business Submission

- Analytics using FE Analytics and preparation of detailed Voyant reports

- Respond to Client Inquiries (Technical and administrative)

- Identify Opportunities and Referrals from Existing Clients

- Managing workflow CRM systems

- Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software

- Critical Yield Calculations

- Oversee the completion of the Letter of Authority Process

- Ensure data on Salesforce is completed

- Prep for all meetings

Desired Skills:

- Degree level educated

- Relevant experience in Wealth Management or regulated Financial Services

- Attention to detail & excellent organisation skills

- Excellent standard of written & verbal communication skills

- Computer literate and familiar with Microsoft Office

Personal Qualities

- Keeps calm when faced with conflicting demands and handles these effectively

- Strong interpersonal skills, demonstrating a professional, proactive, and positive attitude

- Ability to work autonomously as well as working on shared goals as part of a team

- Manages time effectively with the ability to multi-task

Our client is offering a generous package, including exam support and additional leave to sit the exams whilst working towards your diploma.