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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