Trainee Financial Adviser - Tring

Artemis Recruitment Consultants Ltd; Tring; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading recruitment company is seeking a Trainee Financial Adviser in Tring. In this role, you will support experienced advisers in offering financial advice to clients, focusing on research, analysis, and client interaction. Ideal candidates will possess a relevant degree and strong analytical and communication skills.

Qualifications

• Bachelor's degree in a relevant field.
• Excellent analytical and problem-solving skills.
• Strong attention to detail and communication skills.

Responsibilities

• Attend client meetings with senior advisers.
• Manage action points and handle business submissions.
• Perform analytics and prepare detailed reports.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Communication skills

Interpersonal skills

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

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

Trainee Financial Adviser - Tring

We are seeking a Trainee Financial Adviser for our client based in Tring, Hertfordshire. As a Trainee, you will assist experienced advisers in providing financial advice to clients. Your duties will include research, analyzing financial information, preparing reports, and participating in client meetings.

Responsibilities:

• Attend client meetings with senior advisers
• Manage action points from client meetings
• Handle business submissions
• Perform analytics using FE Analytics and prepare detailed Voyant reports
• Respond to client inquiries (technical and administrative)
• Identify opportunities and referrals from existing clients
• Manage workflow CRM systems
• Prepare illustrations and electronic business submissions using Blue-door software
• Calculate critical yields
• Oversee the completion of the Letter of Authority process
• Prepare 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

If you agree to be contacted in the future regarding our products or services, please opt in by ticking the box. More information about how we handle your data in accordance with the General Data Protection Regulation can be found in our Privacy Policy.