Apprentice Financial Services Professional

1 month ago


Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time
Job Description

We are looking for an ambitious and motivated individual who has recently qualified with a Level 4 Diploma in Financial Planning / Financial Advice. As a Junior Financial Adviser, you will be responsible for:

  1. Meeting potential new clients to understand their current and future financial planning needs.
  2. Providing quality investment advice in accordance with current regulations and within the firm's standards and procedures.
  3. Maintaining the existing HNW client book and retaining existing clients.
  4. Building and maintaining a strong network of professional connections.
  5. Identifying and making suggestions to the investment propositions and making recommendations.

You will have around 1-3 years of experience working within the Financial Services sector, ideally within an IFA firm. You will have strong knowledge of pensions, investments, and retirement planning.



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