Trainee Financial Adviser - Tring

Type of Position: Trainee Financial Adviser - TringPay: £25k - £30kTrainee Financial Adviser - TringWe are looking for a Trainee Financial Adviser for our client based in Tring, Hertfordshire. As a Trainee, you will be responsible for assisting the firm's experienced adivsers in providing financial advice to clients. Your role will include duties such as research, analyzing financial information, preparing reports and participating in client meetings: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 - Prep for all meetingsQualificationsBachelor's degree in Finance, Business, Economics, or a related fieldExcellent analytical and problem-solving skillsStrong attention to detailExcellent communication and interpersonal skillsAbility to work independently and as part of a team If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
#J-18808-Ljbffr