Trainee Financial Adviser
Salary
25,000 - 35,000 (dependent on experience & qualifications)
Location
Leeds
Job Type
Full Time
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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
- 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
- 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.