Financial Advisor

Allscreens Nationwide Ltd; Leeds; On-site; GBP 22,000 - 28,000; Full time

Job summary

A Trainee Financial Adviser role with Allscreens Nationwide Ltd in Leeds offers a structured path to becoming a qualified adviser within a professional, client-focused environment.

You will assist in preparing and delivering financial planning recommendations, support client meetings and research on pensions, investments and protection, and help prepare suitability reports for clients. This role emphasizes growth through excellent client service.

Qualifications

• Working toward or recently achieved Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Strong interest in financial planning and wealth management.
• Excellent communication and organisational skills.
• High attention to detail and a professional, client-focused approach.
• Ability to work collaboratively and manage priorities effectively.

Responsibilities

• Assist in preparing and delivering financial planning recommendations.
• Support client meetings, fact-finding, and review processes.
• Conduct research on pensions, investments, protection, and other financial planning solutions.
• Help prepare suitability reports and maintain accurate client records.
• Work closely with advisers and support teams to ensure a smooth client experience.
• Maintain knowledge of financial products, regulations, and industry developments.
• Contribute to business growth through excellent client service and relationship building.

Skills

Communication

Organisation

Attention to detail

Collaboration

Interest in financial planning

Education

Level 4 Diploma in Regulated Financial Planning

Job description

An established financial planning business is seeking a motivated Trainee Financial Adviser to support the delivery of high-quality financial advice to clients. This is an excellent opportunity for someone looking to develop their advisory career within a professional and client-focused environment.

Key Responsibilities

• Assist in preparing and delivering financial planning recommendations.
• Support client meetings, fact-finding, and review processes.
• Conduct research on pensions, investments, protection, and other financial planning solutions.
• Help prepare suitability reports and maintain accurate client records.
• Work closely with advisers and support teams to ensure a smooth client experience.
• Maintain knowledge of financial products, regulations, and industry developments.
• Contribute to business growth through excellent client service and relationship building.

Requirements

• Working towards or recently achieved Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Strong interest in financial planning and wealth management.
• Excellent communication and organisational skills.
• High attention to detail and a professional, client-focused approach.
• Ability to work collaboratively and manage priorities effectively.

What We're Looking For

A proactive, ethical, and personable individual who is keen to develop into a successful Financial Adviser and committed to delivering excellent outcomes for clients.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.