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
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