Trainee Financial Adviser

Lime Professional Services; Morley; Vor Ort; GBP 30.000 - 40.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Bonus scheme based on skills and experience

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

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

Kenntnisse

Knowledge of Pensions

Investment knowledge

Strong networking ability

Ausbildung

Level 4 Diploma in Financial Advice/Planning

A level education

Jobbeschreibung

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 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 3+ years 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 dependant upon your skills, previous experience and current qualifications.