Trainee Financial Adviser - Tring

Artemis Recruitment Consultants Ltd; Tring; On-site; GBP 40,000 - 60,000; Full time

Job description

Type of Position: Trainee Financial Adviser - Tring
Pay: £25k - £30k

Trainee Financial Adviser - Tring

We are looking for a Trainee Financial Adviser for our client based in Tring, Hertfordshire. As a Trainee, you will be responsible for assisting the firm's experienced advisers in providing financial advice to clients. Your role will include duties such as research, analyzing financial information, preparing reports, and participating in client meetings.

Responsibilities:

1. Attend Client Meetings with Senior Advisers
2. Manage Action Points from Client Meetings
3. Business Submission
4. Analytics using FE Analytics and preparation of detailed Voyant reports
5. Respond to Client Inquiries (Technical and administrative)
6. Identify Opportunities and Referrals from Existing Clients
7. Managing workflow CRM systems
8. Preparation of Illustrations and Electronic Business Submissions utilizing the Blue-door software
9. Critical Yield Calculations
10. Oversee the completion of the Letter of Authority Process
11. Prep for all meetings

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field
• Excellent analytical and problem-solving skills
• Strong attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team