Financial Adviser/Trainee Financial Adviser

3 weeks ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time
Job Overview

Heat Recruitment is seeking a highly skilled Financial Adviser/Trainee Financial Adviser to join their team. This role presents an excellent opportunity for individuals looking to build a successful career in the financial industry.

Key Responsibilities
  • Conduct thorough research on various financial products, including pensions, investments, insurance, and tax strategies, to provide expert advice to clients.
  • Analyse client portfolios, identifying areas for improvement or opportunities for growth, to develop tailored financial plans and recommendations.
  • Attend training sessions and workshops to stay up-to-date with the latest industry developments and regulatory requirements.
Requirements
  • Diploma in Regulated Financial Planning (Level 4) or working towards it, demonstrating a strong foundation in financial planning principles.
  • Previous experience in a paraplanning, financial planning, or advisory support role, showcasing your ability to work effectively in a team environment.
  • Strong knowledge of financial products and services, including pensions, investments, and protection plans.
  • Experience using Microsoft, Aviva, and IO software, enhancing your technical skills and ability to adapt to new systems.

Estimated Salary: £25,000 - £35,000 per annum



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