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Financial Advisor (Trainee)

Financial Advisor (Trainee)

Heat Recruitment

Posted 7 days ago, valid for a month

Leeds, West Yorkshire LS14 1DZ

Full Time

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Sonic Summary

The Financial Advisor (Trainee) position is available in Leeds/Yorkshire for an experienced Financial Adviser to join a growing financial planning practice.
Applicants must have a level 4 qualification and experience in a client-facing role.
The role offers a salary with monthly bonus payments, a 5% company pension contribution, 25 days of holiday plus 8 bank holidays, and a flexible medical package.
The adviser will provide wealth management advice covering pensions, investments, tax planning, savings, and protection products while working with a paraplanning and administration team.
Candidates will be expected to manage an existing client bank and grow it by bringing in additional assets as the business expands.

Financial Advisor (Trainee) - Leeds/YorkshireThe opportunity for an experienced Financial Adviser to join a growing financial planning practice.

What's on offer?

Additional adviser bonus scheme
25 days holiday + 8 days bank holiday
5% company pension contribution
Flexible medical package
Monthly bonus payments on 3X validation of salary.

This exciting role will see a financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service.

To apply for the role you will have the required level 4 qualification and experience of being in a client facing role.

Principal Accountabilities / Main Responsibilities

Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products.
Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.
The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible.
Ability to learn and develop with the business as it grows.

What next?

Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management

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