Trainee Financial Adviser - Basingstoke, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd
Artemis Recruitment Consultants Ltd
Verified Company
Basingstoke, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Financial Services

Basingstoke

14/02/2024

Type of Position:
Trainee Financial Adviser - Basingstoke

Pay:
£25k - £30k


Trainee Financial Adviser - Basingstoke:


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
  • 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 multitask


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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