Trainee Financial Adviser
1 month ago
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 qualified or very nearly qualified with their Level 4 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
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Trainee Financial Adviser
1 day ago
Leeds, United Kingdom NJR Recruitment Full time**Trainee Financial Adviser** **Leeds** **£22,000 - £26,000** NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented trainee adviser to join their dynamic and ever growing business. **What’s in it for you?** - **Excellent Training and Development**: - **Bonus...
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Trainee Financial Adviser
4 weeks ago
Leeds, United Kingdom Tenet Full timeInitial Salary: £22,000 - £23,000 OTE £30,000 (will increase on graduation from the programme) Location: Leeds City Centre Hours: Monday to Friday, 9am - 5.30pm (4pm finish on a Friday) An excellent opportunity has arisen for a Trainee Financial Adviser to join an expanding firm of Financial Advisers based in Leeds City Centre. The firm is a...
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Trainee Financial Adviser
13 hours ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £21000 - £35000 27/02/2023 NJR13465 DESCRIPTION Trainee Adviser - Lead Generator - Financial Planning Leeds NJR Recruitment are delighted to once again be recruiting for a leading firm of financial planners who are looking to expand their team with an ambitious Lead Generator to support and...
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Trainee Financial Adviser
14 hours ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Leeds £22000 - £26000 26/02/2024 NJR14620 DESCRIPTION NJR are currently representing one of the UK\'s leading national firms of Financial Advisers, who is now seeking an ambitious and talented trainee adviser to join their dynamic and ever growing business. What\'s in it for you? Excellent...
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Independent Financial Adviser
1 month ago
Leeds, United Kingdom Lazenbys Financial Services Full time**Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...
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Trainee Financial Adviser
4 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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 qualified or very...
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Trainee Financial Adviser
4 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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 qualified or very...
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Trainee Financial Adviser
1 day ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Financial Adviser
3 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Financial Adviser
3 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Financial Adviser
1 month ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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 qualified or very...
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Trainee Financial Adviser
2 days ago
Leeds, United Kingdom Lime Search & Select Ltd Full timeMy 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...
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Financial Adviser
4 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds...
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Financial Adviser
3 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds...
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Financial Adviser
4 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £38500 24/02/2023 NJR13468 DESCRIPTION Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...
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Financial Adviser
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £38500 20/02/2023 NJR13468 DESCRIPTION Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...
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Financial Adviser
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Posted on** **Reference** **Benefits** Leeds 27/11/2023 NJR14309 Salary DOE DESCRIPTION Independent Financial Adviser Location : Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...
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Financial Adviser
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Posted on** **Reference** **Benefits** Leeds 29/11/2023 NJR14309 Salary DOE DESCRIPTION Independent Financial Adviser Location : Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...
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Financial Adviser
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £38500 22/02/2023 NJR13468 DESCRIPTION Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...
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Financial Adviser
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £38500 17/05/2023 NJR13468 DESCRIPTION Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...