Details:
- Salary: £50,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Leeds West Yorkshire
- Date: 8 hours ago
Description:
Trainee Financial Adviser
Salary: Up to £50k/year DOE
About the Role
An established financial planning business is seeking a motivated Trainee Financial Adviser to support the delivery of high-quality financial advice to clients. This is an excellent opportunity for someone looking to develop their advisory career within a professional and client-focused environment.
Key Responsibilities
Assist in preparing and delivering financial planning recommendations.
Support client meetings, fact-finding, and review processes.
Conduct research on pensions, investments, protection, and other financial planning solutions.
Help prepare suitability reports and maintain accurate client records.
Work closely with advisers and support teams to ensure a smooth client experience.
Maintain knowledge of financial products, regulations, and industry developments.
Contribute to business growth through excellent client service and relationship building.
Requirements
Working towards or recently achieved Level 4 Diploma in Regulated Financial Planning (or equivalent).
Strong interest in financial planning and wealth management.
Excellent communication and organisational skills.
High attention to detail and a professional, client-focused approach.
Ability to work collaboratively and manage priorities effectively.
What We're Looking For
A proactive, ethical, and personable individual who is keen to develop into a successful Financial Adviser and committed to delivering excellent outcomes for clients.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age