Trainee Financial Advisor

5 months ago

Cleckheaton, 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 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

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