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Trainee Financial Adviser in Leeds

Job Title: Trainee Financial Adviser

Industry: Financial Planning

Location: Leeds

Salary: £21,000 but OTE is £27,000 – £29,000

Job Reference: 15140

Job Description:

Recruit UK is working on an excellent opportunity for a Trainee Financial Adviser to join an Independent Financial Advice practice in Leeds.

This company is a lead generator for Financial Services. The role will involve contacting prospective clients, not giving advice but finding out the needs and passing them on to an appropriate affiliated adviser. This role requires telephone skills, listening skills, and customer service skills.

It’s a great opportunity and stepping stone into becoming a financial adviser. They offer support with study and exams toward the level 4 financial planning diploma. Meaning they get you trained up so that then can step across in the advice side of the business.

The role will be 6 – 9 months of learning the front end of the business and then passed into the other side of the business as an adviser. The company offers telephone-based advice to clients who essentially, are seeking someone with listening skills and rapport-building skills.

 

What’s in it for you?

  • Salaries of £21,000 (with an OTE of £27,000 – £29,000)
  • Bonus is uncapped
  • 25 days holiday plus bank holiday (with a shutdown at Christmas)
  • Generous pension
  • Support with study toward the Level 4 Financial Planning Diploma
  • Training and coaching to become a Trainee Financial Adviser

 

Skills and experience required:

  • Customer service experience
  • Excellent telephone manner
  • Ability to build rapport and relationships
  • Someone who is self-motivated

 

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 is 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 Planning

Location: Leeds

Salary: £21,000 but OTE is £27,000 – £29,000

Job Reference: 15140

Job Description:

Recruit UK is working on an excellent opportunity for a Trainee Financial Adviser to join an Independent Financial Advice practice in Leeds.

This company is a lead generator for Financial Services. The role will involve contacting prospective clients, not giving advice but finding out the needs and passing them on to an appropriate affiliated adviser. This role requires telephone skills, listening skills, and customer service skills.

It’s a great opportunity and stepping stone into becoming a financial adviser. They offer support with study and exams toward the level 4 financial planning diploma. Meaning they get you trained up so that then can step across in the advice side of the business.

The role will be 6 – 9 months of learning the front end of the business and then passed into the other side of the business as an adviser. The company offers telephone-based advice to clients who essentially, are seeking someone with listening skills and rapport-building skills.

 

What’s in it for you?

  • Salaries of £21,000 (with an OTE of £27,000 – £29,000)
  • Bonus is uncapped
  • 25 days holiday plus bank holiday (with a shutdown at Christmas)
  • Generous pension
  • Support with study toward the Level 4 Financial Planning Diploma
  • Training and coaching to become a Trainee Financial Adviser

 

Skills and experience required:

  • Customer service experience
  • Excellent telephone manner
  • Ability to build rapport and relationships
  • Someone who is self-motivated

 

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 is 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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