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Trainee Financial Adviser

Lime People Search & Select Ltd
Posted 11 hours ago, valid for 12 days
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is a leading Investment Management & Financial Planning firm in Central Sheffield seeking a Junior Financial Adviser.
  • The ideal candidate will have recently qualified with a Level 4 Diploma in Financial Planning and possess 1-3 years of experience in the Financial Services sector.
  • Key responsibilities include meeting clients to assess financial needs, providing investment advice, and maintaining a high-net-worth client book.
  • Candidates should have strong knowledge of pensions, investments, and retirement planning, along with good A level grades.
  • A competitive salary package with a bonus scheme will be offered, based on skills, experience, and qualifications.

My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, 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 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 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 dependant upon your skills, previous experience and current qualifications.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.