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Form of work
SalaryTrainee Financial Adviser
Leeds
£22,000 - £26,000
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented trainee adviser to join their dynamic and ever growing business.
What’s in it for you?
- Excellent Training and Development
- Bonus Structure
- Full Client Bank Provided
- Hybrid Working
- 25 Days Holiday + Bank Holiday
- Death in Service Cover
- PMI
- No evening or weekend work
- Company pension
Working out of their offices based in the outskirts of Leeds, with additional hybrid working also available, you will be liaising with the existing clients and conducting financial reviews, suggesting changes that benefit them wherever needed, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities will also include:
- Identify and obtain information necessary to compile financial cash flow forecast
- Managing the research & analysis of financial products to meet client's requirements
- Managing and presentation of technical data
- Assisting with any FCA related Issues
- Researching products to support recommendations
- Compiling financial planning reports
- Liaise with legal and tax advisors
- Monitor client portfolios
The successful candidate will need to be Diploma qualified, ideally with previous experience working in financial planning, although this is not essential. However, having solid communication and articulations skills is vital.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR14620
