Location - Leeds
Salary - £35,000
Our client are an award-winning team of Independent Financial Advisers who provide a personal, independent
and bespoke wealth management service to high net worth clients. They are expanding their successful business in Leeds and are seeking Trainee Financial Advisers to join their team.
As a Trainee Adviser, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers.
You should have experience of working in an IFA with exposure to client meetings (experience of cash flow is beneficial) and a good technical understanding, hold minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake the exams to convert) and have the long-term ambition and desire to become a Chartered Financial Adviser.
Get ready to embark on a 6-12-month training and assessment period depending on qualifications, skills and speed of development.
They will help build and develop the skills you require to become competent as an Adviser in your own right, through initially undertaking a structured training plan during which you will be fully supported by a dedicated mentor, and also your peers. You will be allocated to a specific Commercial Management Team and Sales Manager.
An amazing opportunity to work for a forward thinking company.
Please apply to be considered.
Trainee Financial Adviser - Leeds • Leeds, GB
My Four Wheels is a 5-star rated driving school with 500 instructors teaching nationwide - and due to record learner demand, we're now recruiting new Trainee Driving Instructors across the UK.If yo... Show more
A leading recruitment firm in the UK is seeking an Independent Financial Adviser to join a well-established financial advice firm in Leeds.The role offers a competitive salary up to £40k with excel... Show more
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein.When we set up LGT Wealth Manag... Show more
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 coveri... Show more
Experienced Mortgage and Protection Adviser – Leeds –.To be considered for this role, you must hold CeMAP qualification or equivalent.What’s on offer to you as a Mortgage and Protection Adviser?.On... Show more
Team Leader – Reed in Partnership.Reed in Partnership is a British family-owned company dedicated to positive transformation.We are looking for a Team Leader to manage two Employment Advisers and a... Show more
Trainee Recruitment Consultant - No Experience Needed.Looking to kickstart a career where your earning potential is uncapped and progression is based purely on performance?.My client, a high-growth... Show more
Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become an exce... Show more
LGT Group is seeking a professional to support the Portfolio Management team in London.The role involves ensuring first-class service delivery to Intermediary and Private clients, handling a variet... Show more
This is a fixed-term contract for 12 months.The role is hybrid, with a mix of homeworking and required presence at our Leeds and Bradford offices depending on training delivery needs.You will be re... Show more
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, enga... Show more
Speak with existing customers and provide tailored advice (no cold calling!).Help them understand the best options to protect their families.Be supported by a team that's with you every step of the... Show more
A family‑owned, global mobility leader with a $39 billion turnover, nearly 90,000 team members, and operations in 95 countries.Led by CEO Chrissy Taylor, the third generation of the Taylor family, ... Show more
My Four Wheels is a 5-star rated driving school with 500 instructors teaching nationwide - and due to record learner demand, we're now recruiting new Trainee Driving Instructors across the UK.If yo... Show more
Experienced Mortgage and Protection Adviser – Leeds –.To be considered for this role, you must hold CeMAP qualification or equivalent.What’s on offer to you as a Mortgage and Protection Adviser?.On... Show more
My Four Wheels is a 5-star rated driving school with 500 instructors teaching nationwide - and due to record learner demand, we're now recruiting new Trainee Driving Instructors across the UK.If yo... Show more
A leading education recruitment agency in Leeds is looking for a Trainee Recruitment Consultant to join their team.The ideal candidate will develop relationships with schools, interview candidates,... Show more
Shaw Trust promotes team spirit, inclusiveness and it is an organisation where everybody is somebody.I am proud to be part of this great organisation.At Shaw Trust we believe everyone has the right... Show more
Are you passionate about making a lasting impact in your local community? If you thrive on building relationships, creating opportunities, and driving meaningful change we have just the role for yo... Show more
Client Service Advisor – Corporate UK | Leeds (Hybrid).Do you enjoy building strong client relationships and delivering a consistently high level of service?.Are you looking to build a long‑term ca... Show more
