Location
Leeds
Salary
£30,000 - £40,000
Type
Permanent
Workplace
Remote
Ref
87339
Recruiter Managing This Role
Position
Trainee Financial Adviser Leeds Area
This is an opportunity for someone with a Diploma qualification and experience in paraplanning and back office administration to transition into an adviser role within 6 months, with support from an IFA. The ideal candidate will have a strong background in the industry and a desire to build a client bank.
What's on offer?
* Additional adviser bonus scheme
* 25 days holiday + 8 bank holidays
* 5% company pension contribution
* Flexible medical package
* Monthly bonus payments on 3X validation of salary
This exciting role involves joining an existing team of advisers to provide excellent financial advice to clients within a specified region. The incoming adviser will be assigned a client bank to service.
Applicants must hold the required Level 4 qualification and have a minimum of paraplanning experience.
Principal Accountabilities / Main Responsibilities
* Providing first-class advice to clients on wealth management, including pensions, investments, tax planning, savings, and protection products.
* Collaborating with the paraplanning and administration team to deliver timely reports and excellent customer service.
* The new adviser will be provided with a client bank but is expected to grow the asset bank by attracting additional assets where possible.
* Demonstrating the ability to learn and develop with the business as it expands.
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