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 is looking to take their first step into advice.
Specific Duties
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. Build and maintain 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 of 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 dependent upon your skills, previous experience, and current qualifications. Additional Information
Vacancy Details
Location: Leeds Closing Date
July 30 Apply Now!
If you would like to apply for this vacancy by uploading your CV to Lime, please use the form below. Vacancy Application We would love to hear from you! Please fill out this form and we will get in touch with you shortly. Your Name*
Your Email*
Date of Birth*
Where do you live*
Application Statement*
Please include why you would like to be considered for this Apprenticeship.
#J-18808-Ljbffr
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. Build and maintain 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 of 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 dependent upon your skills, previous experience, and current qualifications. Additional Information
Vacancy Details
Location: Leeds Closing Date
July 30 Apply Now!
If you would like to apply for this vacancy by uploading your CV to Lime, please use the form below. Vacancy Application We would love to hear from you! Please fill out this form and we will get in touch with you shortly. Your Name*
Your Email*
Date of Birth*
Where do you live*
Application Statement*
Please include why you would like to be considered for this Apprenticeship.
#J-18808-Ljbffr
