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
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