Financial Planning Executive

Trainee Financial Planner - Leeds, Yorkshire and the Humber

Ref: 93Thursday 1 July 2021

£25,000 - £35,000

Trainee Financial Adviser position Leeds

If you currently hold a Level 4 Diploma in Regulated Financial Advice and are interested in becoming a Financial Adviser, we are currently working with an IFA firm ready to develop your skillset to achieve this in 12 months. This opportunity is ideal for professionals who are currently in a paraplanning position or client-facing role but would like to progress to a Financial Planner.  

You will be Advising clients from day one unders supervision from a Sales Manager, they are looking for people who have experience of Pensions and Investments.

On offer is an inclusive environment that promotes teamwork at the core of its culture. You will follow a structured training plan with mentorship from senior staff members.

The Opportunity

This is a fantastic chance to join a national firm that has ambitious growth plans backed by strong strategies and processes.

What’s needed for me to be considered?

  • Previous experience working within a Wealth Management firm
  • Level 4 Diploma qualified,
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Ability to provide first-class service
  • Good IT skills

Job Synonyms: Paraplanner, Advisor, Financial Planner, Financial Planning, Adviser, IFA