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Recruit UK
Cleckheaton
Job Title: Trainee Financial Adviser Industry: Financial Services Location: Cleckheaton, West Yorkshire Salary: £35,000 Reference Number: 9031 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm. Due
Job Source: Recruit UKLime People Search & Select Ltd
Leeds
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualifi
Job Source: Lime People Search & Select LtdRecruit UK
Cleckheaton
Job Title: Financial Adviser Industry: Financial Services Location: Cleckheaton, West Yorkshire Salary: £35,000 Reference Number: 9031 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an Employed Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm. Due to or
Job Source: Recruit UKRecruit UK
Leeds
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Advisers who thrive off new client engagement and can
Job Source: Recruit UKRecruit UK
Leeds
Job Title: Financial Adviser Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first-year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can
Job Source: Recruit UKThe New Homes Group
Huddersfield
Job Title: Trainee Mortgage Adviser. With 2024 well underway we have recently promoted 4 of our current trainee mortgage advisers and they have now taken up there new roles as full time home based Mortgage Advisers. For June & July 2024 we now have 6 additional opportunities to join the UK’S leading new homes mortgage provider and to become a Tr
Job Source: The New Homes GroupThe New Homes Group
Huddersfield
Job Title: Trainee Mortgage Adviser. With 2024 well underway we have recently promoted 4 of our current trainee mortgage advisers and they have now taken up there new roles as full time home based Mortgage Advisers. For June & July 2024 we now have 6 additional opportunities to join the UK’S leading new homes mortgage provider and to become a Train
Job Source: The New Homes GroupLime People Search & Select Ltd
Leeds
My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance. My client is currently going through a company restruc
Job Source: Lime People Search & Select LtdLeeds
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
Specific duties will include:
Meet potential new clients to ascertain their current and future financial planning needs
Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures
Introduce clients to the wider support team of the business
Maintain the existing HNW client book and retain excisting clients
Building and maintaining a strong network of professional connections
Identify and make suggestions to the Investment propositions and make recommendations
The successful candidate will have around 1-3 years experience working within the Financial Services sector, ideally within an IFA firm. You will have recently qualified with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser.
Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades.
A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Trainee Financial Adviser jobs in Leeds
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