Trainee Financial Adviser
6 months 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 weeks ago
Leeds, United Kingdom NJR Recruitment Full timeNJR Recruitment are delighted to be recruiting for a busy firm of Chartered Financial Advisers who are looking for an ambitious Trainee Financial Planner to join their team With an existing local client bank, excellent lead source and great support from a fabulous mentor, this could be a great opportunity for anyone looking for their first role as a...
-
Trainee Financial Adviser
4 weeks ago
Leeds, United Kingdom NJR Recruitment Careers Full timeNJR Recruitment are delighted to be recruiting for a busy firm of Chartered Financial Advisers who are looking for an ambitious Trainee Financial Planner to join their teamWith an existing local client bank, excellent lead source and great support from a fabulous mentor, this could be a great opportunity for anyone looking for their first role as a financial...
-
Trainee Financial Adviser
6 months 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...
-
Financial Adviser Trainee Position
3 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeNJR Recruitment is seeking an ambitious Trainee Financial Planner to join a busy firm of Chartered Financial Advisers.Ongoing responsibilities will include providing financial advice to clients, supporting advisers in research and preparation of suitability recommendations, working on technical queries, and building long-term relationships with...
-
Mortgage Adviser Trainee
1 month ago
Leeds, Leeds, United Kingdom The New Homes Group Full timeJob Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes mortgage provider.As a Trainee Mortgage Adviser, you will be responsible for making and receiving calls to customers referred to us...
-
Trainee Financial Adviser
6 months 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. This role is available due to consistent levels of...
-
Independent Financial Adviser
6 months ago
Leeds, United Kingdom Lazenbys Financial Services Full time**Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...
-
Trainee Mortgage Adviser
2 months ago
Leeds, United Kingdom CV-Library Full timeJob Title: Trainee Mortgage Adviser. With 2024 well underway we have recently promoted a number of our current Trainee Mortgage Advisers who have now taken up there new roles as full time home based Mortgage Advisers and we are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and...
-
Trainee Mortgage Adviser
2 weeks ago
Leeds, United Kingdom CV-Library Full timeJob Title: Trainee Mortgage Adviser. With 2024 almost over we have recently promoted a number of our current Trainee Mortgage Advisers who have now taken up there new roles as full time home based Mortgage Advisers and we are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and...
-
Trainee Mortgage Adviser
1 month ago
Leeds, United Kingdom The New Homes Group Full timeJob Title: Trainee Mortgage Adviser. With 2024 well underway we have recently promoted a number of our current Trainee Mortgage Advisers who have now taken up there new roles as full time home based Mortgage Advisers and we are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and...
-
Professional Financial Services Trainee
3 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob DescriptionNJR Recruitment is delighted to be partnering with a busy firm of Chartered Financial Advisers to find an ambitious Trainee Financial Planner who can join their team and contribute to their success.With an existing client base and excellent lead sources, this could be a great opportunity for individuals looking to start their career as a...
-
Quilter Full-Time Financial Adviser Programme
5 months ago
Leeds, United Kingdom Quilter Financial Planning Full timeQuilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...
-
Financial Adviser
6 months ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds...
-
Chartered Financial Planner
3 weeks ago
Leeds, United Kingdom Financial Divisions Full timeOutstanding opportunity for a driven and entrepreneurial Financial AdviserChartered IFA Firm - Offices in City of LondonSelf-employed role with a financial draw/support for 12 - 18 monthsDo you have a pipeline of business? c.£20m - £25m AUM who will follow you now or after restricted covenants IFA, restricted or banking backgrounds are welcomedUncapped...
-
Independent Financial Adviser
6 months ago
Leeds, United Kingdom TFAS Wealth Ltd Full timeAt TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. We are...
-
Senior Financial Planning Coordinator
6 days ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is delighted to be recruiting for a busy firm of Chartered Financial Advisers who are looking for an ambitious Trainee Financial Planner to join their team.
-
Self Employed Financial Adviser
5 months ago
Leeds, United Kingdom NJR Recruitment Full timeNJR Recruitment are delighted to be recruiting for one of the UK's leading tech based Independent Wealth Management firms, who are looking to grow and expand their team with Self Employed Advisers who can provide quality financial advice on a full range of pensions, investments, estate planning and protection products With links to first class introducers...
-
Self Employed Financial Adviser
6 months ago
Leeds, United Kingdom NJR Recruitment Full timeNJR Recruitment are delighted to be recruiting for one of the UK's leading tech based Independent Wealth Management firms, who are looking to grow and expand their team with Self Employed Advisers who can provide quality financial advice on a full range of pensions, investments, estate planning and protection products With links to first class introducers...
-
Accounts Trainee
5 months ago
Leeds, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Leeds** **SALARY** **£21000 - £23000** **JOB TYPE** **Permanent** **REF** **DH2402-06_1707492062** **Accounts Trainee** **Chartered Accountants** **Leeds (LS12)** **£23,000** If you are at the very start of your accountancy career and looking for a business that will help you learn, build up your accountancy knowledge and support...
-
Financial Adviser
1 month ago
Leeds, Leeds, United Kingdom CleverHR Full timeFinancial Adviser - Wealth Management SpecialistWe are seeking a highly skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser - Wealth Management Specialist, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...