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- Tasks: Support Senior Advisers, manage client inquiries, and prepare detailed reports.
- Company: Join a dynamic financial services firm in London focused on growth and development.
- Benefits: Enjoy exam support, additional leave for studies, and a competitive salary.
- Why this job: Gain hands-on experience while working towards becoming a qualified Financial Adviser in a supportive environment.
- Qualifications: Degree level education and relevant experience in Wealth Management or Financial Services required.
- Other info: Ideal for motivated individuals looking to kickstart their career in finance.
The predicted salary is between 16000 - 22000 £ per year.
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London
09/03/2025
Type of Position: Trainee Financial Adviser – London
Pay: £20k – £26k
Trainee Financial Adviser – London
We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will deliver support to a Senior Adviser and their team, whilst continuing the path to being fully qualified.
Responsibilities:
– Attend Client Meetings with Senior Advisers
– Manage Action Points from Client Meetings
– Business Submission
– 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 multi-task
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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Trainee Financial Adviser - London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser - London
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with current Financial Advisers. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the tools and software mentioned in the job description, such as FE Analytics and Salesforce. Having a basic understanding of these platforms can give you an edge during interviews and show your commitment to the role.
✨Tip Number 3
Prepare for potential interview questions by researching common scenarios faced by Financial Advisers. Think about how you would handle client inquiries or manage action points from meetings, as this will demonstrate your problem-solving skills.
✨Tip Number 4
Showcase your organisational skills by discussing any relevant experiences where you managed multiple tasks or projects. Highlighting your ability to stay calm under pressure will resonate well with the qualities they are looking for.
We think you need these skills to ace Trainee Financial Adviser - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial services. Emphasise your degree and any related coursework or projects that demonstrate your analytical skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for becoming a Financial Adviser. Mention specific skills that align with the job description, such as your organisational abilities and communication skills, and how they will benefit the team.
Showcase Relevant Skills: In your application, clearly outline your proficiency with tools like Microsoft Office and any CRM systems you have used. Highlight your ability to manage multiple tasks and your calmness under pressure, as these are key qualities for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Research the Company
Before your interview, take some time to research the company and its values. Understanding their approach to financial advising and their client base will help you tailor your responses and show genuine interest.
✨Prepare for Common Questions
Anticipate common interview questions related to financial advising, such as your understanding of wealth management or how you would handle client inquiries. Practising your answers can boost your confidence.
✨Showcase Your Organisation Skills
Since the role requires excellent organisation skills, be prepared to discuss how you manage tasks and priorities. You could share examples from your academic or work experience that demonstrate your ability to stay organised under pressure.
✨Demonstrate Interpersonal Skills
As a Trainee Financial Adviser, strong interpersonal skills are crucial. Be ready to provide examples of how you've successfully worked in teams or handled client interactions, showcasing your proactive and positive attitude.