Trainee Financial Adviser - Leeds

TN United Kingdom; Leeds; On-site; GBP 35,000; Full time

Job summary

A leading financial advisory firm in Leeds is seeking Trainee Financial Advisers to join their award-winning team. This role offers structured training and mentorship, aiming to develop competent advisers. Ideal candidates will have a Level 4 Diploma in Regulated Financial Advice and a desire to become Chartered Financial Advisers.

Qualifications

• Experience in an IFA with exposure to client meetings.
• Willingness to undertake exams to convert to Chartered Financial Adviser.

Responsibilities

• Support Sales Managers and Advisers as a Trainee Adviser.
• Participate in a 6-12 month training and assessment period.

Skills

Client Meetings

Technical Understanding

Education

Level 4 Diploma in Regulated Financial Advice

Job description

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Trainee Financial Adviser - Leeds, Leeds

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Client:

Blakemore Recruitment

Location:

Leeds, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

1afdf3e35115

Job Views:

4

Posted:

15.05.2025

Expiry Date:

29.06.2025

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Job Description:

Salary - £35,000

Our client is an award-winning team of Independent Financial Advisers providing a personal, independent, and bespoke wealth management service to high net worth clients. They are expanding their successful business in Leeds and are seeking Trainee Financial Advisers to join their team.

As a Trainee Adviser, you will work as part of a productive, high-performing team, supporting primarily Sales Managers (SM) and Advisers.
You should have experience working in an IFA with exposure to client meetings (cash flow experience is beneficial) and a solid technical understanding. You must hold a minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake exams to convert) and have the long-term ambition to become a Chartered Financial Adviser.

Prepare for a 6-12-month training and assessment period, depending on your qualifications, skills, and development speed.

They will help you build and develop the skills needed to become a competent Adviser through structured training, supported by a dedicated mentor and peers. You will be assigned to a specific Commercial Management Team and Sales Manager.

This is an excellent opportunity to work for a forward-thinking company.