Trainee Financial Adviser
1 week ago
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
- Identify and make suggestions to the Investment propositions and make recommendations
The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser.
Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades.
A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
#J-18808-Ljbffr
-
Trainee Mortgage Adviser
1 week ago
Melbourne, Victoria, Australia The New Homes Group Full timeJob Title: Trainee Mortgage Adviser. With 2024 well underway we have recently promoted 4 of our current trainee mortgage advisers and they have now taken up there new roles as full time home based Mortgage Advisers. For June 2024 we now have four fresh opportunities to join the UK S leading new homes mortgage provider and to become a Trainee Mortgage...
-
Senior Associate Adviser
1 week ago
Melbourne, Victoria, Australia Insignia Financial Full timeJoin an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballarat and Geelong locations (supporting hybrid/flexible working) Shadforth is an award-winning Australian Wealth Management business, with a...
-
Independent Financial Adviser
1 week ago
Melbourne, Victoria, Australia AFH Wealth Management Full timeIndependent Financial AdviserHertfordshireAt AFH, as we expand, we are seeking like-minded financial advisers to join our team. Join a progressive and client-focused wealth management firm as a self-employed or employed adviser.In this position, you will comprehend your clients' current and future financial objectives and create clear financial strategies to...
-
Trainee Paraplanner
1 week ago
Melbourne, Victoria, Australia Lime People Search & Select Ltd Full timeWork Hours: Full TimeAbout this OpportunityOur client is a Financial Advisory, Asset Management & Stockbroking firm, specializing in providing top-notch Financial Advice to Individuals and Businesses. We are looking for a new member to join our Paraplanning team as a Trainee. In this role, you will be responsible for evaluating new business submissions based...
-
Associate Financial Adviser
1 week ago
Melbourne, Victoria, Australia Perpetual Limited Full timeBased in Melbourne CBD - Hybrid working arrangement. Opportunity to grow your career within a collaborative and supportive team. A range of exciting benefits, incl. two weeks of additional paid leaveProvide ongoing client service and high-quality support to Financial Advisers and Partners supporting a Partner in our Jacaranda Melbourne team.Sounds...
-
Finance - Financial Adviser - Melbourne
1 week ago
Melbourne, Victoria, Australia People Group Full timeFull support with constant leads Amazing career growth- $100,000 + Super + $250 per completed client fileFINANCIAL ADVISER- MELBOURNE OR GOLD COAST BASEDYour new companyThe company is composed of an experienced team embarking on a new nationwide financial planning organization, with the goal to provide Australians across the country with committed and...
-
Intra-fund Financial Adviser
1 week ago
Melbourne, Victoria, Australia Mercer Full timeIntra-fund Financial Adviser (phone based)What can you expect? Provide personal scaled financial advice to superannuation fund members, by developing strategies and plans that meet the member's needs and circumstances. Refer clients to the Strategic Advice teams as appropriate.What is in it for you?At Mercer, we recognize that our most important asset is our...
-
Melbourne, Victoria, Australia Winner Recruitment Full timeExciting Apprenticeship Opportunity: Trainee Client Service Apprentice I'm thrilled to present an exceptional apprenticeship opportunity on behalf of our esteemed client in the financial services sector. 7 Our client, a dynamic firm dedicated to delivering top-notch client service, is eagerly seeking a motivated individual to join their team as a Trainee...
-
Associate Adviser
1 week ago
Melbourne, Victoria, Australia Kaizen Recruitment Full timeGrowing financial advisory firm Flexible and hybrid working arrangements Melbourne CBD | Permanent roleABOUT THE COMPANYOur client is a financial advisory company serving everyday Australians. They are a group of qualified and experienced Financial Advisers who provide a variety of financial services and tailored advice.KEY RESPONSIBILITIES Collaborate with...
-
Investment Specialist
1 week ago
Melbourne, Victoria, Australia Insignia Financial Full timePermanent full-time positions in Melbourne and Sydney Hybrid working arrangements Be a part of our MLC Asset Management divisionThe RoleAs an Investment Specialist for Multi Asset Investments reporting to the National Sales Manager, you will play a pivotal role in propelling growth and maintaining funds under management (FUM) across our investment suite of...
-
Manager, Adviser
1 week ago
Melbourne, Victoria, Australia UniSuper Full timeJob Description About USUni Super is the custodian of our members' life savings.Everything we do is aimed to deliver for our members.If you love working with passionate professionals, driving industry-leading performance and want to make a meaningful difference for others now and into the future, you're in the right place.The Member and Advice team provide...
-
Adviser Assistant/Associate
1 week ago
Melbourne, Victoria, Australia Kaizen Recruitment Full timeGrowing Wealth Management firm Career path to become a Financial Adviser Collaborative & supportive workplace culture Assistant Adviser/Associate Growing Wealth Management firm Career path to become a Financial Adviser Collaborative & supportive workplace culture About the opportunityOur client is a growing Wealth Management firm that is currently...
-
Adviser Assistant
1 week ago
Melbourne, Victoria, Australia FourQuarters Recruitment Full timeBanking & Finance Financial Planning Melbourne Permanent / Full Time Dynamic Job Title: Adviser AssistantLocation: Melbourne, AustraliaCompany Overview: Join our dynamic and reputable financial advisory firm based in the heart of Melbourne. They specialize in providing personalized financial advice and investment solutions to their diverse...
-
Mortgage Adviser
1 week ago
Melbourne, Victoria, Australia Kaizen Recruitment Full timeNational Wealth Management Firm Growth opportunities | Diverse and inclusive team culture Melbourne based | Permanent roleAbout the CompanyOur client is a privately-owned and award-winning national financial planning firm. They are a wealth management fund that offers holistic advice across a broad range of products.Our client is searching for a mortgage...
-
Associate Adviser
1 week ago
Melbourne, Victoria, Australia IOOF Holdings Full timeDate:26-May-2023Location:Melbourne, VIC, AU, 3000Employment Type:Permanent Full Time- Join a dynamic team and culture that values its people Make a meaningful impact in this influential role Work alongside our professional and qualified Private Wealth AdvisersShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep...
-
Advisers Assistant
1 week ago
Melbourne, Victoria, Australia Ambition Group Full timeThe CompanyGrowing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team.The Role Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting. Establish and...
-
Trainee Patent Attorney
1 week ago
Melbourne, Victoria, Australia Griffith Hack Full timeAbout us At Griffith Hack, we use the lens of IP to give clients a fresh perspective on markets, business opportunities, innovation and brands.Beyond simply protecting IP, we help businesses grow through focusing on the outcomes that support commercial sustainability and innovation.Griffith Hack is a top tier firm that is part of the IPH Group.We are an...
-
Financial Planner
1 week ago
Melbourne, Victoria, Australia Kaizen Recruitment Full timeGrowing financial advisory firm Flexible and hybrid working arrangements Melbourne CBD | Permanent roleABOUT THE COMPANYOur client is a Wealth management firm servicing everyday Australians. They are a group of qualified and experienced Financial Advisers who provide a variety of financial services and tailored advice.As a Financial Adviser, you will be...
-
Associate Adviser
1 week ago
Melbourne, Victoria, Australia BlueRock Full timeA smart human once said, "Do things you with people you care about and good things happen", and at BlueRock, we are a growing team who love what we do. Our rapid growth means lots of change and with growth comes opportunity and supercharged career development. Be nurtured by supportive mentors who will help you along the way to be proactive about what's next...
-
Adviser Service Consultant
1 week ago
Melbourne, Victoria, Australia T+O+M Executive Full timeWe here at TOM Executive have partnered with one of Australia's largest Superannuation companies to recruit a Specialist Consultant for their Advisers Solutions team. Permanent role based in Melbourne CBD:Flexible working from home arrangements and work life balance offered Excellent salary package $82,000 packageOverview of the role:The purpose of the...