Financial Adviser Trainee Position

5 days ago

Leeds, Leeds, United Kingdom NJR Recruitment Full time

NJR Recruitment is seeking an ambitious Trainee Financial Planner to join a busy firm of Chartered Financial Advisers.

Ongoing responsibilities will include providing financial advice to clients, supporting advisers in research and preparation of suitability recommendations, working on technical queries, and building long-term relationships with clients.

What's in it for you?

  • Fully supported development into an adviser role
  • Generous holiday allowance of 25 days plus bank holidays
  • Great bonus structure
  • Well-established client bank with over £80,000 in ongoing fees
  • Ongoing study support through to Chartered Status
  • Free parking

Requirements:

  • Minimum Level 4 qualified (CII Diploma) or working towards the Chartered Status
  • Detail-oriented and able to work in an unstructured environment with critical time demands
  • Suitability Report writing experience
  • At least 3 years' experience within a financial planning environment
  • Excellent organisational and administrative skills
  • Familiarity with analysis tools such as Dynamic Planner, CashCalc, and FE Analytics

  • Financial Adviser Trainee

    4 weeks ago

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

    Financial Adviser TraineeLime People Search & Select Ltd is seeking a highly motivated and ambitious individual to join our team as a Financial Adviser Trainee. As a key member of our team, you will be responsible for providing high-quality financial advice to our clients, identifying and pursuing new business opportunities, and contributing to the growth...

  • Financial Adviser Trainee

    4 weeks ago

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

    Financial Adviser TraineeLime People Search & Select Ltd is seeking a highly motivated and ambitious individual to join our team as a Financial Adviser Trainee. As a key member of our team, you will be responsible for providing high-quality financial advice to our clients, identifying and pursuing new business opportunities, and contributing to the growth...

  • Financial Adviser

    1 month ago

    Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Financial Adviser - LeedsArtemis Recruitment Consultants Ltd is seeking a Trainee Financial Adviser to join their team in Leeds. As a Trainee Financial Adviser, you will be responsible for advising clients on their financial needs and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs and...

  • Financial Adviser

    4 weeks ago

    Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Financial Adviser - LeedsArtemis Recruitment Consultants Ltd is seeking a Trainee Financial Adviser to join their team in Leeds. As a Trainee Financial Adviser, you will be responsible for advising clients on their financial needs and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs and...

  • Mortgage Adviser Trainee

    3 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes mortgage provider.As a Trainee Mortgage Adviser, you will be responsible for making and receiving calls to customers referred to us...

  • Mortgage Adviser Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading provider of new homes mortgage services.As a Trainee Mortgage Adviser, you will be responsible for providing excellent customer service and...

  • Mortgage Adviser Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? Do you have a strong desire to work with customers and provide excellent service? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes mortgage provider.Job Summary:We are looking for...

  • Mortgage Adviser Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? Do you have a strong desire to work with customers and provide excellent service? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes mortgage provider.Job Summary:We are looking for...

  • Mortgage Adviser Trainee

    1 month ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Unlock Your Potential in Financial ServicesAre you looking for a challenging and rewarding career in financial services? Do you want to become a fully qualified mortgage and protection adviser in just 24 months? We are seeking talented individuals to join our team as Trainee Mortgage Advisers and embark on a journey to success.About the Role:As a Trainee...

  • Mortgage Adviser Trainee

    1 month ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Unlock Your Potential in Financial ServicesAre you looking for a challenging and rewarding career in financial services? Do you want to become a fully qualified mortgage and protection adviser in just 24 months? We are seeking talented individuals to join our team as Trainee Mortgage Advisers and embark on a journey to success.About the Role:As a Trainee...

  • Mortgage Adviser Trainee

    1 month ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? Do you have a strong desire to work with customers and provide excellent service? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading provider of new homes mortgages.About the Role:As a Trainee...

  • Mortgage Adviser Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserJoin The New Homes Group, the UK's leading New Homes Specialist, as a Trainee Mortgage Adviser and embark on a rewarding career in Financial Services. As a Trainee Mortgage Adviser, you will be responsible for providing exceptional customer service and support to our clients, while also developing your skills and knowledge...

  • Mortgage Adviser Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserJoin The New Homes Group, the UK's leading New Homes Specialist, as a Trainee Mortgage Adviser and embark on a rewarding career in Financial Services. As a Trainee Mortgage Adviser, you will be responsible for providing exceptional customer service and support to our clients, while also developing your skills and knowledge...

  • Mortgage Adviser Trainee

    1 month ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? Do you have a strong desire to work with customers and help them achieve their goals? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading provider of new homes mortgage services.About the...

  • Mortgage Adviser Trainee

    3 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes specialist in the UK.As a Trainee Mortgage Adviser, you will be responsible for making and receiving calls to customers referred to...

  • Mortgage Adviser Trainee

    1 month ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? Do you have a strong desire to work with customers and provide excellent service? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading provider of new homes mortgages.About the Role:As a Trainee...

  • Mortgage Adviser Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? Do you have a strong desire to work with customers and provide excellent service? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes mortgage provider.Job Summary:We are looking for...

  • Mortgage Adviser Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? Do you have a strong desire to work with customers and provide excellent service? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes mortgage provider.Job Summary:We are looking for...

  • Mortgage Adviser Trainee

    3 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Trainee Mortgage AdviserJoin The New Homes Group, the UK's leading new homes specialist, as a Trainee Mortgage Adviser and embark on a rewarding career in financial services. With a strong focus on customer service and sales, this role offers a unique opportunity to gain CeMAP qualifications and become a fully qualified Mortgage Adviser within 24 months.Key...

  • Mortgage Adviser Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? Do you have a strong desire to work with customers and help them achieve their goals? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading provider of mortgage services in the UK.About the...