Trainee Financial Advisor Location: Bishop's Stortford Salary: £19,500- £24,000 per annum (depending on experience) Hours: 8:30am - 5:00pm Monday - Friday Contract: Full-time, Office-based About the Role Join our Client Services team supporting financial administration for clients. You'll handle client-focused tasks, provide administrative support, and help maintain our professional office environment. This role would suit someone who is looking to have a career in Financial Services rather than accountancy. Key Responsibilities Update client information on Iress Xplan database Generate and send client risk profile results Process Letters of Authority and conduct AML checks Collate compliance documents (valuations, schedules, fact finds) Update Client Agreements and GDPR information Provide general administrative support Essential Requirements Professional telephone manner and excellent communication skills Enthusiasm for financial services Proficiency in Microsoft Office Suite Strong numeracy and attention to detail Ability to prioritise workload and meet deadlines Team player who can also work independently Flexible approach and willingness to learn Strict confidentiality and data protection adherence What We Offer Competitive salary 25 days annual holiday Company pension scheme Death in service and critical illness cover Full training provided including Iress Xplan Friendly, supportive team environment Please apply on line or call (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency