Financial Advisor
other jobs Reed
Added before 1 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- Salary negotiable
Job Description:
Trainee / Newly Qualified Financial Advisor – Independent Financial Advisory Firm
Location: West Yorkshire
Salary: Negotiable DOE
Job Type: Full-time, Permanent
The Opportunity
Are you newly Diploma-qualified and looking to take the next step into financial advice? We are recruiting on behalf of a highly respected Independent Financial Advisory (IFA) firm in West Yorkshire seeking a motivated Trainee / Newly Qualified Financial Advisor to join their expanding team.
This is a fantastic opportunity to launch your advisory career with full training, mentoring, and a structured route to Competent Adviser Status (CAS).
What’s on Offer
*Full mentoring from experienced IFAs
*Structured progression pathway to full Advisor
*Paraplanning & admin support provided
Role Responsibilities
*Support Senior Advisors in delivering holistic financial planning.
*Attend client meetings and gradually take on your own advice responsibilities.
*Assist with research, report writing, and preparing financial plans.
*Analyse client information and help create tailored recommendations.
*Maintain accurate and compliant client files in line with FCA requirements.
*Work toward managing your own client bank as you gain experience.
About You
*Level 4 Diploma in Regulated Financial Planning (completed) – essential.
*Passionate about building a long-term career in financial advice.
*Strong communication and relationship-building skills.
*Analytical mindset with excellent attention to detail.
*Previous experience in financial services is beneficial but not required.
Location: West Yorkshire
Salary: Negotiable DOE
Job Type: Full-time, Permanent
The Opportunity
Are you newly Diploma-qualified and looking to take the next step into financial advice? We are recruiting on behalf of a highly respected Independent Financial Advisory (IFA) firm in West Yorkshire seeking a motivated Trainee / Newly Qualified Financial Advisor to join their expanding team.
This is a fantastic opportunity to launch your advisory career with full training, mentoring, and a structured route to Competent Adviser Status (CAS).
What’s on Offer
*Full mentoring from experienced IFAs
*Structured progression pathway to full Advisor
*Paraplanning & admin support provided
Role Responsibilities
*Support Senior Advisors in delivering holistic financial planning.
*Attend client meetings and gradually take on your own advice responsibilities.
*Assist with research, report writing, and preparing financial plans.
*Analyse client information and help create tailored recommendations.
*Maintain accurate and compliant client files in line with FCA requirements.
*Work toward managing your own client bank as you gain experience.
About You
*Level 4 Diploma in Regulated Financial Planning (completed) – essential.
*Passionate about building a long-term career in financial advice.
*Strong communication and relationship-building skills.
*Analytical mindset with excellent attention to detail.
*Previous experience in financial services is beneficial but not required.
Job number 3439062
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