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    Trainee/Financial Adviser - Banstead, Surrey, United Kingdom - Artemis Recruitment Consultants Ltd

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    Description

    Type of Position:
    Trainee Financial Planner - Banstead
    Trainee Financial Planner - Banstead

    We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team.

    Working closely with the administration team to help gather policy information

    Help with projects:
    for example Mifid annual reviews, other client campaigns, annual portfolio rebalances

    Help Advisers writing reports:
    eg. Annual review letters, client suitability report


    • May already have some financial services industry experience and wants to move on
    • Good with excel, word etc

    Good communication skills:
    phone, face to face, and written


    • hold a driving license

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