Trainee Financial Adviser

Lime Search & Select Ltd; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial firm in Sheffield is seeking a Junior Financial Adviser to support their HNW clients. You will provide investment advice, manage client relationships, and build a professional network. Ideal candidates will have a Level 4 Diploma in Financial Planning and a solid foundation in financial services.

Benefits

Great salary package

Bonus scheme based on skills and experience

Qualifications

• 1-3 years experience in Financial Services, ideally in an IFA firm.
• Recently qualified with a Level 4 Diploma in Financial Planning / Financial Advice.
• Strong knowledge of Pensions, Investments and Retirement Planning.

Responsibilities

• Meet potential new clients to assess their financial planning needs.
• Provide quality investment advice and maintain existing client book.
• Build and maintain a strong network of professional connections.

Skills

Investment Advice

Client Relationship Management

Financial Planning

Networking

Understanding of Pensions

Retirement Planning

Education

A Levels

Level 4 Diploma in Financial Planning / Financial Advice

Job description

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.

Additional information

VACANCY DETAILS

Location:
Leeds

CLOSING DATE

Jul

30

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If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.

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Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.