Trainee Financial Adviser - Leeds

Blakemore Recruitment; 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 expanding team. The role involves supporting Sales Managers and Advisers while undergoing a structured training program aimed at developing skills necessary to become a competent Adviser. Candidates should have experience in an IFA, exposure to client meetings, and a Level 4 Diploma in Regulated Financial Advice. This is an exciting opportunity for those aspiring to become Chartered Financial Advisers.

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake exams).
• Long-term ambition to become a Chartered Financial Adviser.

Responsibilities

• Work as part of a high-performing team to support Sales Managers and Advisers.
• Embark on a 6-12 month training and assessment period.

Skills

Experience in an Independent Financial Advice (IFA)

Exposure to client meetings

Cash flow knowledge

Good technical understanding

Education

Level 4 Diploma in Regulated Financial Advice

Job description

Location - Leeds

Salary - £35,000

Our client are an award-winning team of Independent Financial Advisers who provide 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 would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers.

You should have experience of working in an IFA with exposure to client meetings (experience of cash flow is beneficial) and a good technical understanding, hold minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake the exams to convert) and have the long-term ambition and desire to become a Chartered Financial Adviser.

Get ready to embark on a 6-12-month training and assessment period depending on qualifications, skills and speed of development.

They will help build and develop the skills you required to become competent as an Adviser in your own right, through initially undertaking a structured training plan during which you will be fully supported by a dedicated mentor, and also your peers. You will be allocated to a specific Commercial Management Team and Sales Manager.

An amazing opportunity to work for a forward thinking company.

Please apply to be considered.