Trainee Financial Adviser

2 weeks ago


Leeds, United Kingdom Lime Search & Select Ltd Full time

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.

Additional information VACANCY DETAILS

Location:
Leeds

CLOSING DATE Jul

30

APPLY NOW

If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.

Vacancy Application
We would love to hear from you Please fill out this form and we will get in touch with you shortly.

Your Name*

Your Email*

Date of Birth*

Where do you live*

Application Statement*

Please include why you would like to be considered for this Apprenticeship

Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.

#J-18808-Ljbffr

  • 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...


  • Leeds, United Kingdom Recruit UK Full time

    **Job Title**: Trainee Financial Adviser **Industry**: Financial Services **Location**: Leeds **Salary**:OTE £60,000 - £70,000 **Reference Number**: 7381 Are you a financial planning professional looking to step into a client servicing role? Maybe you are wanting to take your first steps into the Financial Advisory industry but not wanting to start in...


  • Leeds, United Kingdom Tenet Full time

    Initial 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...


  • Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £21000 - £35000 01/03/2023 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...


  • 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...


  • 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...


  • Leeds, United Kingdom NJR Recruitment Full time

    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 Structure Full Client Bank Provided Hybrid Working 25 Days Holiday + Bank Holiday Death...


  • Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Leeds £22000 - £26000 08/03/2024 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...


  • Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £40000 10/02/2023 NJR13465 DESCRIPTION Adviser Academy - Trainee Financial Planning Location: Leeds **Salary**: £21,000 - £40,000 NJR Recruitment are working in partnership with a prestigious client whose offices are based in Leeds. Begin your journey as a Qualifications Consultant whilst...


  • Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time €24,000 - €30,000

    Type of Position: Trainee Financial Adviser - Leeds Pay: £24k - £30k Trainee Financial Adviser - Leeds Our client is looking to welcome a Trainee Financial Adviser into their team in Leeds, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...


  • Leeds, United Kingdom Oakfield Group - Specialist Headhunters Full time

    Job Title: Trainee Financial AdviserLocation: 100% Remote within the United KingdomContract Type: Self-EmployedIn order to be eligible to apply you must meet the following requirements:You must hold a CII Diploma in Regulated Financial Planning (or equivalent) OR have started your studies towards completionBe currently residing in the UK, with full,...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...


  • Leeds, United Kingdom Clarity Wealth Limited Full time

    This is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. You will learn a lot very quickly as you will be part of a busy and close-knit friendly team that will help you develop at every stage. You will be involved in the whole advice process. We will pay for your exams to become level 4 qualified...


  • Leeds, United Kingdom Citizens Advice Full time

    **Position**: Trainee Casework Adviser **Location**: Leeds **Closing date**: 17 May 2023 **Role details**: **Job title**:Trainee Casework Adviser **Location**:Leeds **Salary**:23,484 rising to 25,927 once qualified **Hours per week**: 36.25 **Type of contract**:Permanent **Closing time**:16:00 CHAPELTOWN CITIZENS ADVICE based in an inner city...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...