Full timeFinance

Trainee Financial Adviser

Lime Professional ServicesCity, Leeds🇬🇧United Kingdom

Why this role stands out

Embark on a rewarding career as a Trainee Financial Adviser with a reputable firm, where you'll develop your skills in investment management and financial planning while enjoying hybrid flexibility. If you have a Level 4 Diploma and a passion for helping clients achieve their financial goals, this is an excellent opportunity to grow within a supportive environment and build a successful advisory career.

Quick overview

SeniorityEntry Level

Employment typeFull Time

Work modeHybrid

LocationCity, Leeds, United Kingdom

Job description

My client is a leading Investment Management & Financial Planning firm based in Central 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 or very nearly qualified with their Level 4 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 firms standards and procedures
Introduce clients to the wider support team of the business
Maintain the existing HNW client book and retain excisting 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 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly 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 dependant upon your skills, previous experience and current qualifications.