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 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



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