Trainee Financial Adviser

3 months ago

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 and to be chartered should you wish to. This role is available due to consistent levels of organic growth within the company. The role is for Monday-Friday office hours 9-5. Due to the extensive training it will be solely office based in Horsforth with the team. The amount that you will learn in a short space of time is unique and is due to the close working environment and the full cycle business process that you will be involved in.

We are an energetic, professional, friendly and happy team that are growing which will present ongoing career opportunities and personal development. We take pride in having a close and friendly approach with our clients and colleagues. Discretionary annual bonuses are available and have been paid every year to all staff to date. Death in service of 4 times salary and pension provision are available. We care about our staff and clients and want to ensure that they are looked after
- Motivated, with proven sales experience, career focused and possessing a keen interest in financial services
- A client centred approach who is friendly and professional
- Working towards achieving the Level 4 Diploma
- IFA administration experience
- Good general knowledge of investment and pensions products
- Supporting the advice process
- Completing Suitability Reports
- Researching suitable products for and compiling the relevant documentation in preparation for the Advisers
- Utilising Intelliflo, cash flow analysis and developing knowledge to aid in the processing of business
- Maintain the workflow in the department, providing a timely and accurate service to our clients
- Liaising with providers and clients to provide updates and keep track off workflow
- The ability to use their initiative and to grow into working on an unsupervised basis

PLEASE PROVIDE A COVERING LETTER EXPLAINING WHY YOU ARE SUITABLE FOR THIS ROLE

STRICTLY NO RECRUITMENT AGENCIES PLEASE

**Salary**: £24,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Life insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Yearly bonus

Ability to commute/relocate:

- Leeds: reliably commute or plan to relocate before starting work (required)

Application question(s):
**Experience**:

- Financial services: 1 year (required)

Work Location: In person

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