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Trainee financial adviser

Leeds
Permanent
Internship
Lime People Search & Select Ltd
Financial advisor
Posted: 6 June
Offer description

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: * Meet potential new clients to ascertain their current and future financial planning needs * Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures * Introduce clients to the wider support team of the business * Maintain the existing HNW client book and retain excisting clients * Building and maintaining a strong network of professional connections * Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideall...

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