Overview
Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon. The business is seeking an Trainee Financial Adviser to join their growing team and play a key role in supporting their advisers and operations.
This is an excellent development role for a driven talent to progress through and grow as a Trainee Adviser providing technical support to the firms customers.
This role is a technical focussed role requiring ability to study and will appeal to a talent looking to continuously develop and become a specialist in their field.
You will become a key member within the company and grow to be dependable.
As the opportunity grows our client will offer financial qualifications and regular training opportunities to ensure you stay ahead of the market.
Benefits
- Up to a 20% annual bonus scheme (performance based)
- Professional investment plans for relevant courses, exams and industry training materials
- 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
- Annual salary reviews
- Private medical insurance and life cover available
- Recruitment referrals bonus of £250.00
- Hybrid working offering 2 days from home post probation
- Early finish Friday’s, Christmas shutdowns, summer and winter events and additional time off on your birthday
- Free on-site parking
- Fresh fruit, cereals and porridge provided daily
Responsibilities
- Preparing and maintaining accurate client records and meeting documentation
- Managing adviser calendars and scheduling client appointments
- Responding to client emails and phone enquiriesPerforming administrative duties including document filing, data input, and correspondence
- Supporting with case submission processes and follow-ups
- Managing internal CRM systems and keeping data up to date
- Building strong professional relationships with clients and stakeholders
- Assisting advisers with internal and external queries
Qualifications
- Previous administrative and customer relations experience is essential
- Previous experience dealing with customer via the phone, email and face to face
- Previous experience within financial services (banking, investment, insurance or wealth management)
- Currently studying any financial qualifications is advantageous
- Microsoft Office proficient with exposure using CRM’s and Zoom
- Excellent communication skills with the ability to converse with all levels
- Attentive with an eye for detail
- Full UK Driving License and Own Vehicle
- INDCIRFS
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