Trainee Financial Adviser: Path to Qualified Planner

Job description

A growing wealth management firm is looking for a Trainee Financial Adviser to provide support to their experienced advisers. The position requires an interest in wealth management, ideally with a start in the CII R01 exams. Responsibilities include assisting with client advice preparations, conducting investment research, and maintaining compliance standards. This role offers a clear path to developing into a full financial adviser. Candidates should possess strong organizational and communication skills, alongside proficiency in financial software and Microsoft Office.#J-18808-Ljbffr

Extra information

Status
Open
Education Level
Secondary School
Location
Leeds
Type of Contract
Full-time jobs
Published at
03-04-2026
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

Leeds | Full-time jobs | Secondary School

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