Trainee Financial Adviser

  • Faith Recruitment
  • Woking, Surrey
  • Oct 10, 2025
Full time Banking Finance

Job Description

A fantastic opportunity to join a company based in Woking are looking for a Trainee Financial Adviser to join their close knit team. This position would suit a candidate who is looking to join a busy environment and work within a company where you can learn, grow and really make a difference. If you are passionate, hardworking and want the opportunity to learn within a fantastic trainee position then please apply!

The Trainee Financial Adviser will:

  • Provide strong administrative support to the team
  • Input information to the database
  • Liaise with clients via email and phone dealing with enquiries
  • Diary management
  • General office support including post distribution and preparation of letters
  • Dealing with all external and internal documentation
  • Look at policies, processes and procedures within the business
  • Manage all administration in respect of the Company's benefit
  • Previous administrative experience desirable

The ideal Administrator will:

  • Be competent in using Outlook, Word, Excel and Powerpoint
  • Maintain strong communication skills
  • Have the ability to multi task and meet deadlines
  • Have excellent organisational skills and team player

Driver with own car, this is essential

In return our client offers a fun and rewarding environment and the chance to progress in time within the business. Please contact us for more information if you are ready to join a company that will allow you to develop your skills.