Trainee Financial Adviser - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 20,000 - 26,000; Full time

Job summary

A leading company in London seeks a motivated individual for the role of Trainee Financial Adviser. This position offers the opportunity to gain qualifications while supporting Senior Advisers, attending client meetings, and managing client inquiries. Ideal for graduates looking to grow in the Wealth Management sector, you will receive exam support and generous leave for study.

Benefits

Exam support

Additional leave for exams

Qualifications

• Degree level educated.
• Relevant experience in Wealth Management or regulated Financial Services is preferred.
• Excellent organisation and communication skills.

Responsibilities

• Attend client meetings with Senior Advisers.
• Manage action points and client inquiries.
• Prepare detailed reports and submissions.

Skills

Attention to detail

Organisational skills

Written communication

Verbal communication

Interpersonal skills

Education

Degree level education

Tools

Microsoft Office

Salesforce

FE Analytics

Blue-door software

Job description

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London

09/03/2025

Type of Position: Trainee Financial Adviser - London
Pay: £20k - £26k

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.

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