Financial Planning Trainee

4 weeks ago


Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time
Financial Planning Trainee Opportunity

Lime People Search & Select Ltd is seeking a highly motivated and ambitious individual to join our team as a Financial Planning Trainee. As a key member of our team, you will play a vital role in providing exceptional financial planning services to our clients.

Key Responsibilities:
  • Meet with potential clients to understand their financial planning needs and goals
  • Provide expert investment advice and guidance to clients, ensuring they receive the best possible outcomes
  • Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded
  • Contribute to the development of new business opportunities and partnerships
  • Stay up-to-date with industry developments and best practices, ensuring our clients receive the latest insights and advice
Requirements:
  • Recent qualification in Financial Planning or a related field
  • Strong knowledge of investments, pensions, and retirement planning
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong analytical and problem-solving skills
What We Offer:
  • A competitive salary and bonus scheme
  • Opportunities for professional development and growth
  • A dynamic and supportive team environment
  • Access to industry-leading training and resources


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