Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist experienced advisers in providing financial advice and prepare reports.
- Company: Join a dynamic team in Tring, Hertfordshire, focused on financial advisory services.
- Benefits: Competitive salary of £25k - £30k with opportunities for growth.
- Why this job: Gain hands-on experience in finance while working closely with seasoned professionals.
- Qualifications: Bachelor's degree in Finance, Business, or Economics required.
- Other info: Perfect for those looking to kickstart their career in finance!
The predicted salary is between 20000 - 30000 £ per year.
Type of Position: Trainee Financial Adviser – Tring
Pay: £25k – £30k
Trainee Financial Adviser – Tring
We are seeking a Trainee Financial Adviser for our client based in Tring, Hertfordshire. As a Trainee, you will assist experienced advisers in providing financial advice to clients. Your duties will include research, analyzing financial information, preparing reports, and participating in client meetings.
Responsibilities:
- Attend client meetings with senior advisers
- Manage action points from client meetings
- Handle business submissions
- Perform analytics using FE Analytics and prepare detailed Voyant reports
- Respond to client inquiries (technical and administrative)
- Identify opportunities and referrals from existing clients
- Manage workflow CRM systems
- Prepare illustrations and electronic business submissions using Blue-door software
- Calculate critical yields
- Oversee the completion of the Letter of Authority process
- Prepare 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
If you agree to be contacted in the future regarding our products or services, please opt in by ticking the box. More information about how we handle your data in accordance with the General Data Protection Regulation can be found in our Privacy Policy.
#J-18808-Ljbffr
Trainee Financial Adviser - Tring 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 - Tring
✨Tip Number 1
Familiarise yourself with financial advisory tools like FE Analytics and Voyant. Understanding how to use these platforms will not only boost your confidence but also show potential employers that you're proactive and ready to hit the ground running.
✨Tip Number 2
Network with professionals in the financial advisory field. Attend local finance-related events or join online forums to connect with experienced advisers who can provide insights and possibly refer you to opportunities at firms like ours.
✨Tip Number 3
Prepare for client meetings by practising your communication skills. Role-playing scenarios with friends or mentors can help you articulate financial concepts clearly, which is crucial for a Trainee Financial Adviser.
✨Tip Number 4
Stay updated on financial regulations and market trends. Being knowledgeable about current events in finance will demonstrate your commitment to the field and your ability to provide informed advice to clients.
We think you need these skills to ace Trainee Financial Adviser - Tring
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Financial Adviser role. Emphasise your analytical abilities, attention to detail, and any experience in finance or client-facing roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your eagerness to learn. Mention specific reasons why you want to work as a Trainee Financial Adviser and how you can contribute to the team.
Highlight Relevant Qualifications: Clearly state your educational background, especially if you have a degree in Finance, Business, or Economics. Include any additional certifications or courses that may be relevant to the financial advisory field.
Prepare for Potential Questions: Think about common interview questions for financial adviser roles and prepare thoughtful responses. Be ready to discuss your problem-solving skills and how you handle client interactions.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Basics
Brush up on your knowledge of financial concepts and terminology. Being able to discuss topics like investment strategies, risk management, and financial planning will show that you're serious about the role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle different situations, as this demonstrates your problem-solving skills and ability to think on your feet.
✨Showcase Your Analytical Skills
Since the role involves a lot of analysis, be prepared to talk about your experience with data analysis tools or software. Highlight any relevant projects or coursework that involved analytical thinking.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewers about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
