Trainee Financial Adviser

The Private Office

Leeds, United Kingdom
On-site
Client meetings exposure
Technical understanding
Prepare background notes
The Private Office is seeking a Trainee Financial Adviser in Leeds, UK, to support Sales Managers and Advisers in a team-oriented environment. Candidates should have experience in Independent Financial Advice (IFA) and a Level 4 Diploma in Regulated Financial Advice, demonstrating ambition toward becoming a Chartered Financial Adviser

Job Summary

  • You will be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity.
  • The role involves preparing background notes, presentations, updating client information, attending meetings, and handling client queries, with a structured training plan and dedicated mentor.
  • Benefits include a company discretionary bonus scheme, 24 holidays plus Christmas shutdown, company pension, private healthcare, and full support with professional qualifications.

Matching Summary

Match Score: 85

The Private Office is seeking a Trainee Financial Adviser in Leeds, UK, to support Sales Managers and Advisers in a team-oriented environment. Candidates should have experience in Independent Financial Advice (IFA) and a Level 4 Diploma in Regulated Financial Advice, demonstrating ambition toward becoming a Chartered Financial Adviser.

Skills & Requirements

Must-have

  • client meetings exposure
  • technical understanding
  • prepare background notes
  • prepare meeting presentations
  • update client information
  • attend meetings and taking notes
  • prepare follow up communication
  • submit handovers to admin team
  • take client calls and queries
  • operate cash flow and Collidr
  • provide cash advice to clients

Nice-to-have

  • ambitious and goal-orientated
  • adaptable and flexible approach
  • high level of self-motivation
  • excellent interpersonal skills
  • high standard of organisational skills
  • discretion and client confidentiality
  • working to targeted service standards

Key Requirements

  • minimum Level 4 Diploma in Regulated Financial Advice
  • experience of working in an IFA
  • exposure to client meetings
  • experience of cash flow is beneficial
  • long-term ambition to become Chartered Financial Adviser
  • Attained minimum of level 4 or equivalent qualification
  • Experience within Private Independent Wealth Management
  • Exposure to client meetings where you can demonstrate that you have actively engaged with the client
  • Technical ability to understand different types of advice
  • Ambitious and goal-orientated
  • An adaptable and flexible approach
  • Experience of working unsupervised
  • Excellent interpersonal and communication skills
  • A high standard of personal organisational and time management skills
  • Ability to take control and drive your own development
  • Capability to explain complex information simply
  • Discretion and an understanding of client confidentiality
  • Experience of working to targeted service standards and procedures
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems
  • A full driving licence is useful

Work Rights

Not specified

Tailored Resume

Cover Letter