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- Tasks: Meet clients, provide investment advice, and build professional networks.
- Company: Leading Investment Management & Financial Planning firm in Central Leeds.
- Benefits: Great salary package, bonus scheme, and career progression opportunities.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Level 4 Diploma in Financial Advice/Planning and experience in Financial Services.
- Other info: Dynamic environment with strong support for professional growth.
The predicted salary is between 24000 - 36000 £ per year.
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 covering Discretionary Investment Management & Financial Planning.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 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 firm's standards and procedures
- Introduce clients to the wider support team of the business
- Maintain the existing HNW client book and retain existing 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 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly 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 dependent upon your skills, previous experience and current qualifications.
Trainee Financial Adviser in Leeds employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential mentors. We all know that who you know can sometimes be just as important as what you know!
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly articulate your skills and what you bring to the table. Role-play interviews with friends or family, and make sure you can confidently discuss your qualifications and how they relate to the role of a Trainee Financial Adviser.
✨Tip Number 3
Research the company! Before any meeting, dive deep into the firm’s values, recent news, and their approach to financial planning. This will not only impress them but also help you tailor your conversation to show how you fit into their culture and goals.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll ensure your application gets the attention it deserves, and you might even get a chance to showcase your enthusiasm for joining our team right from the start!
We think you need these skills to ace Trainee Financial Adviser in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Adviser role. Highlight any relevant experience, especially in financial services, and don’t forget to mention your Level 4 Diploma in Financial Advice/Planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advice and how your skills align with what we’re looking for. Keep it concise but engaging!
Showcase Your Knowledge: Demonstrate your understanding of pensions, investments, and retirement planning in your application. We want to see that you’re not just qualified, but also knowledgeable and ready to dive into the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and retirement planning. Being able to discuss these topics confidently will show that you're ready to step into the role of a Trainee Financial Adviser.
✨Practice Makes Perfect
Conduct mock interviews with friends or family. Focus on common questions related to financial advice and client management. This will help you articulate your thoughts clearly and reduce any nerves on the day.
✨Show Your Passion
Let your enthusiasm for financial planning shine through. Talk about why you chose this career path and what excites you about helping clients achieve their financial goals. A genuine passion can set you apart from other candidates.
✨Network Like a Pro
Before the interview, try to connect with professionals in the industry. This could give you insights into the firm and its culture, plus it shows that you're proactive about building your network, which is crucial for a Financial Adviser.
