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    Trainee/Financial Adviser - Tring, Hertfordshire, United Kingdom - Artemis Recruitment Consultants Ltd

    Artemis Recruitment Consultants Ltd
    Artemis Recruitment Consultants Ltd Tring, Hertfordshire, United Kingdom

    1 day ago

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    Description

    Type of Position:
    Trainee Financial Adviser - Tring
    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:

    Attend Client Meetings with Senior Advisers

    • Managing workflow CRM systems
    • Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software
    • Bachelor's degree in Finance, Business, Economics, or a related field

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