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Aspiring financial adviser – 6–12 month trainee

Leeds
Internship
The Private Office LLP
Financial advisor
Posted: 27 April
Offer description

A financial advisory firm in Leeds is seeking a Trainee Adviser to support sales teams and develop into a Chartered Financial Adviser. This position involves preparing client meeting materials, engaging clients, and undertaking various administrative tasks. Applicants should hold a Level 4 Diploma in Regulated Financial Advice and possess the ambition to further their financial advisory skills through a structured training program. This role is ideal for those looking to lead client engagements and enhance their financial knowledge.
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