Clark James Recruitment is seeking a Trainee Financial Adviser for their London office. You will support a Senior Wealth Manager, attend client meetings, and progress toward wealth management qualifications with full training and development.
The role involves managing client workflows, preparing illustrations, conducting reviews, and using tools like FE Analytics and Voyant. Excellent IT, communication, and organisational skills are essential.
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Future Wealth Adviser Trainee – Hybrid London in Chatham employer: Clark James Recruitment
Join a dynamic and supportive team in the heart of North Kent/SE London, where your professional growth is a top priority. This company not only offers a competitive salary and an uncapped bonus scheme but also fosters a collaborative work culture that values strong communication and client relationships. With a commitment to staff development and a focus on delivering exceptional service, this role presents a unique opportunity for ambitious Commercial Insurance Sales professionals to thrive.
