Trainee Financial Adviser - #2105934

Trainee Financial Adviser

Salary: £28,000 - £35,000 (Depending on Exp & Quals)

Location: Leeds

NJR Recruitment are working in Partnership with a leading firm of Financial Planners who are now seeking ambitious and client-focused individuals to join their ‘Trainee Financial Adviser’ Academy. Working on an 18-week programme, the successful candidate will carry out structured classroom based and practical training whilst working towards the CII exams. Eventually, once qualified, the successful candidate will provide tailored advice across all areas of financial planning, helping individuals, families and business owners achieve their financial goals through expert guidance and exceptional service.

This is an excellent opportunity for a customer facing experienced individua who is passionate about building lasting relationships, developing a stable client bank and delivering outstanding financial outcomes.

The Role

Once qualified, and as a Financial Adviser, the successful candidate work closely with clients to understand their financial objectives and create personalised financial plans that support both their immediate needs and long-term aspirations. You'll provide holistic advice across a broad range of financial planning areas while acting as a trusted adviser, working alongside other professional partners where required.

Key Responsibilities

• Build and maintain long-term relationships with clients through the delivery of high-quality financial advice
• Conduct comprehensive reviews of clients' financial circumstances, objectives and future goals
• Design and present tailored financial planning recommendations
• Advise across a wide range of financial planning solutions, including:
• Investments
• Retirement planning
• Estate and trust planning
• Intergenerational wealth planning
• Protection
• Mortgages and banking
• Cashflow forecasting
• Complete client risk profiling and attitude to risk assessments
• Review and adapt financial plans as clients' circumstances change
• Prospect for new clients and develop your client portfolio
• Liaise with accountants, solicitors, bankers and other professional contacts where appropriate
• Keep up to date with financial planning legislation, taxation and FCA regulations
• Ensure all advice is delivered in line with regulatory and compliance standards
• Maintain accurate client records and documentation throughout the advice process

About You

To be successful, you'll demonstrate:

• Excellent communication and relationship-building skills
• Strong commercial awareness and an entrepreneurial mindset
• Excellent analytical and problem-solving skills
• Confidence influencing and negotiating with clients
• A proactive and self-motivated approach
• Excellent organisational and time management skills
• Strong IT and numeracy skills
• A commitment to ongoing professional development and maintaining technical knowledge
• The ability to build trust and develop long-lasting client relationships
• A professional, ethical and client-focused approach at all times

What's on Offer?

• Competitive salary and benefits package
• Opportunity to provide holistic financial planning advice
• Supportive and collaborative working environment
• Ongoing professional development and technical training
• The opportunity to develop and grow your own client portfolio
• Long-term career progression within a successful financial planning business

Apply today via NJR Recruitment or call quoting the reference NJR.

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.