Trainee Financial Adviser
2 weeks ago
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 successful and well-established practice, providing holistic financial planning solutions to clients nationally. You’ll be joining a team who will help you gain the skills and knowledge you need to form the foundation of an interesting andrewarding career as a Financial Adviser.
**About the role**:
This is a rare opportunity to progress your career, undertake fully funded training and gain qualifications and to be supported through training and beyond, to become a skilled and successful Financial Adviser.
- You will undertake a fully funded 1-2 year training programme, culminating in a Diploma level 4 qualification and CF30 status and then CAS (Competent Adviser Status).
- You’ll be provided with full training on all aspects of financial management, beginning by booking appointments for advisers, qualifying leads and subsequently building upon that foundation to more complex work and ultimately giving financial advice.
- The role will be progressive over time, and as such, requires drive, dedication, and the ability to study alongside the day-to-day requirements for the role.
**About you**:
You will be prepared to undertake ongoing and varied training, as you learn all aspects of the financial advice journey, screening customer requirements, booking appointments and will enjoy being in a customer facing role.
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