Financial Adviser jobs in Pudsey
Trainee Financial Adviser
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- NJR RecruitmentSkipton
- Company pension
- Private medical insurance
- Flexible schedule
- Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the…
- NJR RecruitmentLeeds
- Company pension
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- At least 3 years' experience in a similar role within financial services.
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Paraplanner
NewFindCoreLeeds LS1- Annual leave
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- Private medical insurance
- Support advisers with complex pensions, investments and wider financial-planning cases.
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- Annual leave
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- Produce comprehensive, compliant financial planning reports for advisers to present to clients.
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Paraplanner
NewRecruit Wealth LtdLeeds- Company pension
- Previous paraplanning experience with financial advice.
- Conducting detailed research on financial products, providers and strategies.
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- Fortem PeopleWakefield
- Annual leave
- Company pension
- Strong technical knowledge of pensions, investments and financial planning.
- Up to £40,000 basic salary.
- Uncapped quarterly bonus – realistic and achievable; the…
- VerisureLeeds LS2 8BE
- Company car
- Company pension
- Private medical insurance
- Build confidence in sales with hands-on coaching from day one.
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- Recruit UKLeeds
- Annual leave
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Job Post Details
Trainee Financial Adviser - job post
Job details
Pay
- £35,000 - £50,000 a year
Job type
- Permanent
- Full-time
Shift and schedule
- Monday to Friday
Location
Benefits
Pulled from the full job description
- Company pension
- Private medical insurance
- Cycle to work scheme
Full job description
Job Title: Trainee Financial Adviser
Location: Leeds
Benefits:
- Company discretionary bonus scheme
- Full-time hours (35 per week), Monday to Friday, 9.00am–5.00pm (1 hour for lunch)
- 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown
- Company pension scheme
- Private healthcare (after qualifying period)
- Group income protection
- Life assurance
- Eye care scheme
- Wellbeing programme
- Cycle to work scheme
- Full support with professional qualifications
About the Company:
Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged.
Role Summary:
A fantastic opportunity for a Trainee Adviser to join a high-performing team, providing close support to Sales Managers and Advisers while working towards full adviser status and, ultimately, Chartered Financial Adviser status. You'll join a structured 6 to 12 month training and assessment programme (timing dependent on your qualifications, skills and pace of development), fully supported by a dedicated mentor and your wider team, with the goal of building you into a competent adviser in your own right.
Key Responsibilities:
- Preparing background notes and meeting materials, including presentation slides, ahead of client meetings
- Attending client meetings and taking accurate notes in line with best practice
- Updating and maintaining client information, including asset and income schedules
- Supporting advisers with policy information, valuation research and other background work
- Preparing follow-up communications and agreed actions for clients
- Submitting handovers to the administration team and tracking the client journey through to completion
- Preparing briefing notes and client correspondence on behalf of authorised advisers
- Supporting core administrative tasks across back-office systems
- Handling client calls and queries in a timely, professional manner
- Taking full ownership of meeting scopes following client meetings
- Using cash flow modelling tools (e.g. Voyant) during client meetings
- Progressively developing the ability to lead client meetings independently (discovery, presentation, review)
- Supporting the wider team with inbound queries, meeting preparation and post-meeting activity
- Booking client calls and meetings on behalf of advisers
Requirements:
- Level 4 Diploma in Regulated Financial Advice (minimum requirement, essential)
- Previous experience within an IFA or private wealth management environment
- Demonstrable exposure to client meetings, with evidence of active client engagement
- Exposure to cash flow planning tools (e.g. Voyant) beneficial
- CII qualifications preferred, or a willingness to work towards conversion
- Long-term ambition to become a Chartered Financial Adviser
- Ability to work independently with a high level of self-motivation
- Excellent interpersonal and communication skills, with the ability to explain complex information simply
- Strong organisational and time management skills, with the drive to manage your own study and development
- Good IT skills, including MS Office, Outlook, Excel and back-office systems
- A full UK driving licence is desirable
If you're an experienced paraplanner or junior level adviser looking to progress your career with genuine support and a clear route to becoming a fully authorised, Chartered Financial Adviser, we'd love to hear from you.
"BHINDWEA"
Pay: £35,000.00-£50,000.00 per year
Work Location: Hybrid remote in Leeds (West Yorkshire, Yorkshire and Humber Region)