Jnr or Trainee IFA
other jobs Reward Recruitment
Added before 1 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Junior or Trainee IFA
Leeds
Salary: £35,000–£45,000
A rare opportunity to step into a fully supported advice role, with an established client bank
This is an excellent opportunity for someone who has already built a foundation in advising orparaplanning or IFA administration and is now ready to take the next step into a client-facing Financial Adviser role.
You’ll join a respected Financial Planning firm in Leeds with a reputation for delivering excellent financial advice to their clients, as a result of the excellent support, structured training, hands-on mentoring they offer to their staff. With this role they will offer you a clear, achievable pathway to full Competent Adviser Status (CAS).
If you’re ambitious, people-focused and ready to build a long-term career in advice, this is the kind of role that doesn’t come up often.
Duties:
You will work closely with experienced advisers and paraplanners as you transition into a regulated advice role. Your responsibilities will enhance as your confidence and technical knowledge develop:
*Supporting advisers in client meetings and gradually taking the lead as you progress to takeover and manage the client bank
*Preparing review packs, research and suitability report inputs
*Learning how to conduct full financial reviews across pensions, investments and protection
*Completing fact-finds, risk assessments and recommendation modelling
*Working with paraplanners to understand the advice process end-to-end
*Managing client relationships and handling follow-up actions
*Building your own small client bank over time, supported by warm leads
*Ensuring all advice is compliant and well-documented
Training, mentoring & CAS pathway:
*Full support to achieve CAS, including shadowing, supervised advice and structured sign-off
*A dedicated mentor
*Opportunities to attend client meetings from day one
*A gradual, supported transition into managing your own clients
What they’re looking for
*Experience as a proven IFA,paraplanner or senior IFA administrator
*Strong understanding of pensions, investments and the advice process
*Excellent communication skills
*Proactive, organised and eager to learn
*A minimum of Level 4 Diploma
Leeds
Salary: £35,000–£45,000
A rare opportunity to step into a fully supported advice role, with an established client bank
This is an excellent opportunity for someone who has already built a foundation in advising orparaplanning or IFA administration and is now ready to take the next step into a client-facing Financial Adviser role.
You’ll join a respected Financial Planning firm in Leeds with a reputation for delivering excellent financial advice to their clients, as a result of the excellent support, structured training, hands-on mentoring they offer to their staff. With this role they will offer you a clear, achievable pathway to full Competent Adviser Status (CAS).
If you’re ambitious, people-focused and ready to build a long-term career in advice, this is the kind of role that doesn’t come up often.
Duties:
You will work closely with experienced advisers and paraplanners as you transition into a regulated advice role. Your responsibilities will enhance as your confidence and technical knowledge develop:
*Supporting advisers in client meetings and gradually taking the lead as you progress to takeover and manage the client bank
*Preparing review packs, research and suitability report inputs
*Learning how to conduct full financial reviews across pensions, investments and protection
*Completing fact-finds, risk assessments and recommendation modelling
*Working with paraplanners to understand the advice process end-to-end
*Managing client relationships and handling follow-up actions
*Building your own small client bank over time, supported by warm leads
*Ensuring all advice is compliant and well-documented
Training, mentoring & CAS pathway:
*Full support to achieve CAS, including shadowing, supervised advice and structured sign-off
*A dedicated mentor
*Opportunities to attend client meetings from day one
*A gradual, supported transition into managing your own clients
What they’re looking for
*Experience as a proven IFA,paraplanner or senior IFA administrator
*Strong understanding of pensions, investments and the advice process
*Excellent communication skills
*Proactive, organised and eager to learn
*A minimum of Level 4 Diploma
Job number 3701312
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Company Details:
Reward Recruitment
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