Trainee Financial Adviser

Lime Search & Select Ltd; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Investment Management firm based in Central Leeds is seeking a Junior Financial Adviser. The ideal candidate will hold a Level 4 Diploma in Financial Planning and have around 3+ years of experience in the Financial Services sector. Responsibilities include meeting clients, providing investment advice, and managing a high-net-worth client book. A competitive salary and bonus scheme are offered based on qualifications and experience.

Benefits

Competitive salary

Bonus scheme based on experience

Qualifications

• 3+ years of experience in the Financial Services sector.
• Ideally experience as a Senior Administrator or Paraplanner.
• Strong knowledge of financial regulations.

Responsibilities

• Meet new clients to assess their financial planning needs.
• Provide investment advice per regulations.
• Maintain and grow the existing client book.

Skills

Knowledge of Pensions

Knowledge of Investments

Knowledge of Retirement Planning

Education

Level 4 Diploma in Financial Planning / Financial Advice

A-level education

Job description

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, 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 or very nearly qualified with their Level 4 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 firm's standards and procedures
• Introduce clients to the wider support team of the business
• Maintain the existing HNW client book and retain existing clients
• Build and maintain a strong network of professional connections
• Identify and make suggestions to the investment propositions and make recommendations

The successful candidate will have around 3+ years of experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly 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 dependent upon your skills, previous experience, and current qualifications.

Additional Information

Location: Leeds

We are an equal opportunities employer and welcome applications from all qualified candidates.