Financial Advisor
Trainee / Newly Qualified Financial Advisor - Independent Financial Advisory FirmLocation: West Yorkshire Salary: Negotiable DOEJob Type: Full-time, Permanent The OpportunityAre 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 OfferFull mentoring from experienced IFAsStructured progression pathway to full AdvisorParaplanning and admin support providedRole ResponsibilitiesSupport 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 YouLevel 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 ..... full job details .....
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