Aspiring Financial Adviser – 6–12 Month Trainee

The Private Office LLP; Leeds; On-site; GBP 22,000 - 36,000; Full time

Benefits offered by this job

Company discretionary bonus scheme

Full support with professional qualifications

Private Healthcare

24 holidays plus Christmas closure

Job summary

A financial advisory firm in Leeds is seeking a Trainee Adviser to support sales teams and develop into a Chartered Financial Adviser. This position involves preparing client meeting materials, engaging clients, and undertaking various administrative tasks. Applicants should hold a Level 4 Diploma in Regulated Financial Advice and possess the ambition to further their financial advisory skills through a structured training program. This role is ideal for those looking to lead client engagements and enhance their financial knowledge.

Qualifications

• Minimum Level 4 qualification or equivalent required.
• Experience attending client meetings is beneficial.
• Technical understanding of advice types is essential.

Responsibilities

• Prepare background notes on clients for meetings.
• Engage clients with TPO Wealth.
• Attend client meetings and take notes.

Skills

Experience within Private Independent Wealth Management

Excellent interpersonal and communication skills

Technical ability to understand different types of advice

Ability to explain complex information simply

Adaptable and flexible approach to work

Education

Level 4 Diploma in Regulated Financial Advice

Tools

MS Office

MS Excel

Voyant

Job description

A financial advisory firm in Leeds is seeking a Trainee Adviser to support sales teams and develop into a Chartered Financial Adviser. This position involves preparing client meeting materials, engaging clients, and undertaking various administrative tasks. Applicants should hold a Level 4 Diploma in Regulated Financial Advice and possess the ambition to further their financial advisory skills through a structured training program. This role is ideal for those looking to lead client engagements and enhance their financial knowledge.