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Trainee Financial Adviser in Leeds

Job Title: Trainee Financial Adviser

Industry: Financial Advice

Location: Leeds

Salary: £25,000 – £35,000 (dependent on experience & qualifications)

Reference Number: 14889

Job Description:

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Leeds to join an Independent Financial Advice Firm

We are representing an excellent wealth management firm with a very progressive business model that provide financial planning to a large number of clients. They provide specialist advice and guidance to companies, individuals, trustees, and charities in the areas of Investment & Retirement Planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice, and Lifetime cash flow planning.

The company has a substantial client base. They are growing and they are successfully increasing their gross annual revenue and are developing a secure and stable environment that is friendly and supportive. They take pride in developing their staff and take pride in the supportive environment they have created.

Our client has a regional presence and they are currently seeking a Trainee Financial Planner that is either already Level 4 Diploma qualified or someone working toward this with keen business acumen. They are looking for someone seeking a long-term career opportunity and can assist you with developing into a fully-fledged financial adviser.

All advisers at the firm receive full professional support from a dedicated Paraplanning and Administration team, releasing their adviser’s time to focus on building a strong business. You will not be expected to work to unrealistic targets

 

Skills and Experience Required

  • Level 4 Diploma qualified professionals or those working toward this.
  • Have a strong commitment to providing excellent customer service in order to ensure long term relationships with clients
  • Have a proactive work ethic
  • Can work independently to develop client solutions with excellent interpersonal and communication skills
  • Someone seeking a long-term career opportunity and excellent motivation
  • Have drive and knowledge to be able to further their skills and qualifications as the market changes

 

Salary/Benefits:

  • Competitive Salary (Negotiable) + Uncapped Bonuses
  • Client leads + Full support
  • Access to various professional connections
  • Uncapped bonuses based on performance
  • Study and Exam support towards Chartered

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an independent Financial Advice Firm based in Leeds on a trainee financial adviser role.

 

Our commitment to you

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Submit Details Here

BrowseUpload CV
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Job Title: Trainee Financial Adviser

Industry: Financial Advice

Location: Leeds

Salary: £25,000 – £35,000 (dependent on experience & qualifications)

Reference Number: 14889

Job Description:

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Leeds to join an Independent Financial Advice Firm

We are representing an excellent wealth management firm with a very progressive business model that provide financial planning to a large number of clients. They provide specialist advice and guidance to companies, individuals, trustees, and charities in the areas of Investment & Retirement Planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice, and Lifetime cash flow planning.

The company has a substantial client base. They are growing and they are successfully increasing their gross annual revenue and are developing a secure and stable environment that is friendly and supportive. They take pride in developing their staff and take pride in the supportive environment they have created.

Our client has a regional presence and they are currently seeking a Trainee Financial Planner that is either already Level 4 Diploma qualified or someone working toward this with keen business acumen. They are looking for someone seeking a long-term career opportunity and can assist you with developing into a fully-fledged financial adviser.

All advisers at the firm receive full professional support from a dedicated Paraplanning and Administration team, releasing their adviser’s time to focus on building a strong business. You will not be expected to work to unrealistic targets

 

Skills and Experience Required

  • Level 4 Diploma qualified professionals or those working toward this.
  • Have a strong commitment to providing excellent customer service in order to ensure long term relationships with clients
  • Have a proactive work ethic
  • Can work independently to develop client solutions with excellent interpersonal and communication skills
  • Someone seeking a long-term career opportunity and excellent motivation
  • Have drive and knowledge to be able to further their skills and qualifications as the market changes

 

Salary/Benefits:

  • Competitive Salary (Negotiable) + Uncapped Bonuses
  • Client leads + Full support
  • Access to various professional connections
  • Uncapped bonuses based on performance
  • Study and Exam support towards Chartered

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an independent Financial Advice Firm based in Leeds on a trainee financial adviser role.

 

Our commitment to you

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Submit Details Here

BrowseUpload CV
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Submit Details Here

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