Junior Financial Adviser – Launch Your Investment & Planning Career

Lime Professional Services; Morley; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Bonus scheme based on skills and experience

Job summary

A leading Investment Management & Financial Planning firm is seeking a Junior Financial Adviser in Morley, UK. Ideal candidates will have recently qualified with a Level 4 Diploma in Financial Advice/Planning and have about 3+ years of experience in the Financial Services sector. Responsibilities include meeting clients, providing investment advice, and maintaining client relationships. A competitive salary and bonus scheme is offered.

Qualifications

• Recent qualification or nearing qualification for Level 4 Diploma in Financial Advice/Planning.
• 3+ years experience in Financial Services, preferably in IFA firms.
• Strong understanding of financial planning needs for clients.

Responsibilities

• Meet potential clients to ascertain financial planning needs.
• Provide quality investment advice in line with regulations.
• Maintain existing client relationships and manage client book.

Skills

Knowledge of Pensions

Investment knowledge

Strong networking ability

Education

Level 4 Diploma in Financial Advice/Planning

A level education

Job description

A leading Investment Management & Financial Planning firm is seeking a Junior Financial Adviser in Morley, UK. Ideal candidates will have recently qualified with a Level 4 Diploma in Financial Advice/Planning and have about 3+ years of experience in the Financial Services sector. Responsibilities include meeting clients, providing investment advice, and maintaining client relationships. A competitive salary and bonus scheme is offered.