Trainee Financial Adviser

Girlfriendit; Leeds; On-site; GBP 25,000 - 45,000; Full time

Job description

My client is a leading Financial Planning firm based in Leeds, managing clients' money and providing sound financial advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.

We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.

Specific duties will include:

• Meet potential new clients to ascertain their current and future financial planning needs
• Provide quality Investment Advice in accordance with current regulations and within the firm's standards and procedures
• Introduce clients to the wider support team of the business
• Maintain the existing HNW client book and retain existing clients
• Building and maintaining a strong network of professional connections
• Identify and make suggestions to the Investment propositions and make recommendations

The successful candidate will have around 1-3 years experience working within the Financial Services sector, ideally within an IFA firm. You will have recently qualified with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser.

Ideally, you'll have strong knowledge of Pensions, Investments, and Retirement Planning. You will be educated to at least A-level standard, with good grades.

A great salary package will be offered coupled with a great bonus scheme, which will be dependent upon your skills, previous experience, and current qualifications.