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 adivsers 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:

- Attend Client Meetings with Senior Advisers

- Manage Action Points from Client Meetings

- Business Submission

- Carry Forward, Annual Allowance, Lifetime Allowance Calculations

- Client Financial Review input/updating

- Manage Pipeline for Senior Advisers

- 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

- 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
Proficiency in Microsoft Office suite

If you are interested in this role, then please submit a copy of your CV to josie@artemisrecruitment.co.uk

Trainee Financial Adviser - Tring

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