Junior Financial Advisor

17 hours ago


Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

Job Summary:

Lime People Search & Select Ltd is seeking a highly motivated and experienced Junior Financial Advisor to join our team. As a Junior Financial Advisor, you will be responsible for providing high-quality financial advice to clients, identifying and pursuing new business opportunities, and contributing to the growth and success of our organization.

Key Responsibilities:

  • Client Acquisition: Meet with potential new clients to understand their financial planning needs and provide tailored advice to help them achieve their goals.
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their individual circumstances, risk tolerance, and investment objectives.
  • Investment Management: Provide expert advice on investment options, including pensions, investments, and retirement planning, to help clients make informed decisions.
  • Business Development: Identify and pursue new business opportunities, building relationships with existing clients and networking with potential clients to drive growth and revenue.
  • Team Collaboration: Work closely with our team of financial experts to share knowledge, best practices, and ideas to deliver exceptional client service and drive business success.

Requirements:

  • Experience: 1-3 years of experience in the financial services sector, preferably in an IFA firm.
  • Qualifications: Level 4 Diploma in Financial Planning or Financial Advice.
  • Education: A-level standard or higher, with good grades.
  • Skills: Strong knowledge of pensions, investments, and retirement planning, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.

What We Offer:

A competitive salary package, a great bonus scheme, and opportunities for professional growth and development in a dynamic and supportive team environment.



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