Trainee Financial Adviser
2 weeks ago
**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 Structure**:
- **Full Client Bank Provided**:
- **Hybrid Working**:
- **25 Days Holiday + Bank Holiday**:
- **Death in Service Cover**:
- **PMI**:
- **No evening or weekend work**:
- **Company pension**
Working out of their offices based in the outskirts of Leeds, with additional hybrid working also available, you will be liaising with the existing clients and conducting financial reviews, suggesting changes that benefit them wherever needed, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities will also include:
- Identify and obtain information necessary to compile financial cash flow forecast
- Managing the research & analysis of financial products to meet client's requirements
- Managing and presentation of technical data
- Assisting with any FCA related Issues
- Researching products to support recommendations
- Compiling financial planning reports
- Liaise with legal and tax advisors
- Monitor client portfolios
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR14620
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£26,000.00 per year
Work Location: In person
Reference ID: NJR14620
-
Trainee Financial Adviser
4 days ago
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...
-
Trainee Financial Adviser
1 month 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...
-
Trainee Financial Adviser
2 weeks 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...
-
Trainee Financial Adviser
1 week ago
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...
-
Trainee Financial Adviser
2 weeks 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...
-
Trainee Financial Adviser
1 week ago
Leeds, United Kingdom NJR Recruitment Full timeNJR 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...
-
Trainee Financial Adviser
1 day ago
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...
-
Trainee Financial Adviser
1 day ago
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...
-
Trainee Financial Adviser
6 days ago
Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time €24,000 - €30,000Type 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...
-
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...
-
Trainee Financial Adviser
2 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...
-
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...
-
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 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...
-
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...
-
Trainee Financial Advisor
7 days ago
Leeds, United Kingdom Oakfield Group - Specialist Headhunters Full timeJob 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,...
-
Trainee Financial Adviser
2 weeks 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...
-
Trainee Financial Adviser
2 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...
-
Trainee Financial Adviser
1 month ago
Leeds, United Kingdom Clarity Wealth Limited Full timeThis 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...
-
Trainee Casework Adviser
1 month ago
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...
-
Trainee Financial Adviser
1 week 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...