In brief
This trainee financial adviser role supports clients with investment management and financial planning needs. The work involves meeting potential clients, providing regulatory-compliant advice, and managing existing high-net-worth accounts to ensure long-term retention and growth.
Best for
Senior administrators or paraplanners transitioning into financial advice roles
Non-negotiable
Level 4 Diploma in Financial Advice or Planning
What you need
Required
Level 4 Diploma in Financial Advice
Clearly required in the listing
Financial services experience
3+ years
Pensions knowledge
Clearly required in the listing
Investment knowledge
Clearly required in the listing
Retirement planning knowledge
Clearly required in the listing
Client relationship management
Strongly implied by the listing
Networking
Strongly implied by the listing
Preferred
No preferred skills or technologies were clearly stated.
Your day-to-day
Meet potential new clients
Clearly stated in the job description.
Provide investment advice
Clearly stated in the job description.
Introduce support teams
Clearly stated in the job description.
Maintain client books
Clearly stated in the job description.
Build professional networks
Clearly stated in the job description.
Suggest investment improvements
Clearly stated in the job description.
What's on offer
Full job description (from employer)⌄
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. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications
Why apply through Jobmundo?
- Clear, unbiased job analysis
- Shows what you match
- Save time reading hard to read job descriptions
Note
We generate this analysis from the job description. The listing may have changed since then, or the analysis may not be fully accurate — always check the original posting before applying.