Trainee Financial Adviser - Leeds, United Kingdom - Clarity Wealth Limited

Clarity Wealth Limited

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 the whole advice process. We will pay for your exams to become level 4 qualified and to be chartered should you wish to. This role is available due to consistent levels of organic growth within the company. The role is for Monday-Friday office hours 9-5.

We are an energetic, professional, friendly and happy team that are growing which will present ongoing career opportunities and personal development.

We take pride in having a close and friendly approach with our clients and colleagues. Discretionary annual bonuses are available and have been paid every year to all staff to date. Death in service of 4 times salary and pension provision are available. We care about our staff and clients and want to ensure that they are looked after

Motivated, with proven sales experience, career focused and possessing a keen interest in financial services
A client centred approach who is friendly and professional
Working towards achieving the Level 4 Diploma
IFA administration experience
Good general knowledge of investment and pensions products
Supporting the advice process
Completing Suitability Reports
Researching suitable products for and compiling the relevant documentation in preparation for the Advisers
Utilising Intelliflo, cash flow analysis and developing knowledge to aid in the processing of business
Maintain the workflow in the department, providing a timely and accurate service to our clients
Liaising with providers and clients to provide updates and keep track off workflow
The ability to use their initiative and to grow into working on an unsupervised basis