Jobs
>
Leeds

    Trainee Financial Adviser - Leeds, United Kingdom - Lime People Search & Select Ltd

    Lime People Search & Select Ltd
    Lime People Search & Select Ltd Leeds, United Kingdom

    3 weeks ago

    Default job background
    Part time, Full time
    Description
    My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, 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 with their 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 1-3 years experience working within the Financial Services sector, ideally within an IFA firm. You will have recently 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.
  • Goldstone Laine Limited

    Financial Adviser

    2 weeks ago

    Goldstone Laine Limited Leeds, United Kingdom

    Position available for a Financial Adviser to join an excellent Financial Services company, to service and grow an existing client book. Based from their city office in Leeds. · This is an opportunity for an adviser who is professional, articulate and holds Level 4 Diploma / curr ...

  • Idex

    Independent Financial Adviser

    2 weeks ago

    Idex Leeds, United Kingdom

    IDEX Consulting are supporting a growing National Wealth Management and Corporate Consultancy in their search for an Independent Financial Adviser to join their established team in Leeds. · Our client has a network of locations across the UK; are experts in providing impartial fi ...

  • Lime People

    Employed Financial Adviser

    2 weeks ago

    Lime People Leeds, United Kingdom

    Posted on February 21, 2023 by Simon Hyde · My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Empl ...

  • Tenet

    Trainee Financial Adviser

    1 week ago

    Tenet Leeds, United Kingdom

    Initial Salary: £22,000 - £23,000 OTE £30,000 (will increase on graduation from the programme) · Location: Leeds City Centre · Hours: Monday to Friday, 9am - 5.30pm (4pm finish on a Friday) · An excellent opportunity has arisen for a Trainee Financial Adviser to join an expanding ...

  • Lazenbys Financial Services

    Independent Financial Adviser

    2 weeks ago

    Lazenbys Financial Services Leeds, United Kingdom

    **Role Description** · This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds ...

  • Clarity Wealth Limited

    Trainee Financial Adviser

    3 weeks ago

    Clarity Wealth Limited Leeds, United Kingdom

    This is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. You will learn a lot very quickly as you will be part of a busy and close-knit friendly team that will help you develop at every stage. You will be involved in t ...

  • Lime People Search & Select Ltd

    Employed Financial Adviser

    1 week ago

    Lime People Search & Select Ltd Leeds, United Kingdom

    My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions,Corporate Protection ...

  • CAPIO RECRUITMENT LIMITED

    Independent Financial Adviser

    3 weeks ago

    CAPIO RECRUITMENT LIMITED Leeds, United Kingdom

    _**Job Title: Independent Financial Adviser**_ · - **Location: Leeds / East Midlands and East Yorkshire (Hybrid working available)**_ · - **Salary: Competitive Market Rate Salary**_ · **About the role** · Our client is offering a fantastic opportunity to join a highly innovative, ...

  • TFAS Wealth Ltd

    Independent Financial Adviser

    3 weeks ago

    TFAS Wealth Ltd Leeds, United Kingdom

    At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client's financial well-being. We strive to make the financia ...

  • Clarity Wealth Limited

    Trainee Financial Adviser

    2 weeks ago

    Clarity Wealth Limited Leeds, United Kingdom

    This is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. You will learn a lot very quickly as you will be part of a busy and close-knit friendly team that will help you develop at every stage. You will be involved in t ...

  • Lime People

    Trainee Financial Adviser

    3 weeks ago

    Lime People Leeds, United Kingdom

    My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. · We are urgently s ...

  • Recruit UK

    Trainee Financial Adviser

    3 days ago

    Recruit UK Leeds, United Kingdom

    **Job Title**: Trainee Financial Adviser · **Industry**: Financial Services · **Location**: Leeds · **Salary**:OTE £60,000 - £70,000 · **Reference Number**: 7381 · Are you a financial planning professional looking to step into a client servicing role? Maybe you are wanting to tak ...

  • TC-Group

    Independent Financial Adviser

    5 days ago

    TC-Group Leeds, United Kingdom

    **Independent Financial Adviser - Leeds / East Midlands and East Yorkshire** · We have an exciting opportunity for an Independent Financial Adviser to cover our Leeds / East Midlands and East Yorkshire areas. Working with the Director of Financial Planning, you will have responsi ...

  • Clarity Wealth Limited

    Trainee Financial Adviser

    1 week ago

    Clarity Wealth Limited Leeds, United Kingdom

    This is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. You will learn a lot very quickly as you will be part of a busy and close-knit friendly team that will help you develop at every stage. You will be involved in t ...

  • TL Dallas Independent Financial Services Ltd

    Financial Adviser

    1 week ago

    TL Dallas Independent Financial Services Ltd Bradford, United Kingdom

    _TL Dallas Independent Financial Services Ltd is a well-established financial services company with 30 years industry experience. We are part of the TL Dallas Group and our team are based at the firm's head office in Bradford._ · - As part of our continued expansion, we currently ...

  • Ortus PSR

    Financial Adviser

    3 weeks ago

    Ortus PSR Sheffield, United Kingdom

    Are you a passionate and client-focused financial adviser? Do you want to be part of a progressive and dynamic wealth management firm that puts its clients first? Look no further · We are on the lookout for talented financial advisers like you to join our clients Financial Adviso ...

  • Artemis Recruitment Consultants Ltd

    Financial Adviser

    1 week ago

    Artemis Recruitment Consultants Ltd Leeds, United Kingdom £30,000

    , , · Financial Adviser (Qualified) - Leeds - Artemis Recruitment Consultants Financial Services · Leeds · 26/07/2023 · Type of Position: Financial Adviser (Qualified) - Leeds · Pay: £30k + Bonus · Financial Adviser (Qualified) - Leeds · Our client is looking for a Financ ...

  • Lime People Search & Select Ltd

    Financial Adviser

    1 week ago

    Lime People Search & Select Ltd Leeds, United Kingdom Part time, Full time

    My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients. · We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent ...

  • Premier Jobs UK Limited

    Financial Adviser

    2 weeks ago

    Premier Jobs UK Limited Oldham, United Kingdom Full time

    In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area. · You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank prov ...

  • Recruit UK

    Financial Adviser

    1 week ago

    Recruit UK Silsden, United Kingdom

    **Job Title**: Financial Adviser · **Industry**: Financial Services · **Location**: Silsden · **Salary**: OTE £80,000 · **Reference Number**: 7310 · Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established Financial Advice Firm in Sils ...