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Trainee Financial Adviser, Client Relationships

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: Y Tree
Apprenticeship/Internship position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
Position: Trainee Financial Adviser, New Client Relationships
Location: Greater London

A growing Wealth Tech firm in Greater London seeks a technically-minded Analyst to support clients in financial decision-making. Key responsibilities include financial modelling, investment analysis, and client engagement during meetings. Candidates should hold a degree in a numerical discipline and demonstrate analytical skills, attention to detail, and strong communication abilities. The company offers perks such as private healthcare, generous leave policies, and a supportive work environment focusing on diversity.
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