Trainee Financial Adviser

3 weeks 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.

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

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)

**Experience**:

- Financial services: 1 year (required)

Work Location: One location

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