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About the Role
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 firms standards and procedures
* Introduce clients to the wider support team of the business
* Maintain the existing HNW client book and retain excisting clients
* Building and maintaining a strong network of professional connections
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 firms standards and procedures
* Introduce clients to the wider support team of the business
* Maintain the existing HNW client book and retain excisting clients
* Building and maintaining a strong network of professional connections
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