Trainee financial Work, Jobs in Leeds, Eng (with Salaries)

Graduate Trainee Financial Adviser
Clarity Wealth Limited —Leeds
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
Audit Trainee
BHP —Leeds
- £22,000 - £25,750 a year
- Monday to Friday
- Bachelor's degree
- Financial services
- Accounting
- Annual leave
- Employee assistance programme
Quick apply
4d
Trainee Financial Adviser
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Graduate Trainee Independent Financial Adviser
Clarity Wealth Limited —Leeds
- From £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Graduate Management Trainee - Leeds
Enterprise Mobility —Leeds
- Full-time
- Sales
- Customer service
- Bachelor's degree
Graduate Audit Trainee (ACA)
Saffery —Leeds
- Bachelor's degree
- Profit sharing
- Annual leave
8d
Trainee Insolvency Administrator, Contentious
Begbies Traynor Group —Leeds
- Full-time
- Customer service
- Communication skills
- Employee discount
Graduate Corporate Tax Trainee (ACA/CTA)
Saffery —Leeds
- Bachelor's degree
- Tax experience
- Profit sharing
- Annual leave
11d
School Leaver Accounts Trainee (ACA or ACCA)
Saffery —Leeds
- Profit sharing
- Annual leave
Graduate Management Trainee - Bradford
Enterprise Mobility —Bradford
- Full-time
- Sales
- Customer service
- Bachelor's degree
Graduate Management Trainee - Wakefield / Dewsbury
Enterprise Mobility —Wakefield
- Full-time
- Sales
- Customer service
- Bachelor's degree
Graduate Management Trainee - York
Enterprise Mobility —York
- Full-time
- Sales
- Customer service
- Bachelor's degree
Paralegal - Employment
DAC Beachcroft —Leeds
- Hybrid work
- Communication skills
Quick apply
People Operations Assistant
FDM Group —Leeds
- Microsoft Office
- Administrative experience
- Human resources
8d
Graduate Management Trainee - Harrogate
Enterprise Mobility —Harrogate
- Full-time
- Sales
- Customer service
- Bachelor's degree
Graduate Management Trainee - Huddersfield
Enterprise Mobility —Huddersfield
- Full-time
- Sales
- Customer service
- Bachelor's degree
Accounts and audit trainee
Streets Accountants —Halifax
- Microsoft Word
- Microsoft Excel
- English
- Annual leave
- Employee discount
Quick apply
2d
Sales Account Manager (Trainee positions available)
Synergy Car Leasing —Harrogate
- £35,000 - £40,000 a year
- Full-time
- Microsoft Outlook
- Sales
Quick apply
12d
Associate - Employment
DAC Beachcroft —Leeds
- Hybrid work
Quick apply
Associate
Ward Hadaway LLP —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Supervising experience
- IT
- Annual leave
14d

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Graduate Trainee Financial Adviser

Clarity Wealth Limited
Leeds

Quick apply

Job details

Graduate | Full-time
£25,000 a year

Benefits

Free parking
Additional leave
Financial planning services
Company pension
Company events
Life insurance
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial planning
Microsoft Excel
Microsoft Office
Bachelor's degree
Communication skills

Full job description

Job description

We are Clarity Wealth Limited, a dynamic independent financial advisory firm passionate about helping our clients achieve their financial goals. With a close-knit, friendly and hardworking client focussed team environment, we provide support and opportunities for both professional growth and personal development. We value hard work, commitment and growth and will provide a very supportive environment for the right candidate.

Due to the hands-on training and close support, the role is initially office-based at our newly refurbished stunning offices at Beechwood House in Roundhay, Leeds, The breadth of experience you will gain in your first 12 months is unmatched, due to our collaborative culture and the full-cycle advice process you’ll be part of. Therefore if you are not able to commute on a daily basis this will not be suitable for you.

As a Graduate Financial Planner at Clarity Wealth Limited, you will embark on a structured development programme designed to transition you into a fully qualified and Chartered Financial Planner. This program offers a unique opportunity to learn the industry from the inside while providing comprehensive administrative support, managing client relationships, and assisting with research and compliance.

Key Responsibilities:

Provide comprehensive administrative support to IFA(s) (Independent Financial Advisers).
Manage client relationships, including scheduling appointments and handling inquiries.
Process new business applications and maintain accurate client records.
Prepare and submit regulatory paperwork.
Coordinate with product providers and third-party organizations.
Assist with research and analysis of financial products to support recommendations.
Ensure compliance with industry regulations and company policies.
Maintain a professional, organized, and efficient work environment.

Career Development Options:

Financial Planner: Progress through professional qualifications, eventually becoming a fully qualified and Chartered Financial Planner.

Requirements:

Recently graduated (2:1 or higher ) in finance, economics, or a related field.
Strong interest in financial planning and wealth management.

Skills Required:

Strong communication and interpersonal skills.
Excellent attention to detail and accuracy.
Willingness to work in an office environnment to ensure a cooperative learning environment
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
IT proficient with ability to adapt and use multiple types of software
Ability to maintain professionalism and organization in a dynamic environment.

Why Choose Clarity Wealth Limited?

We offer a starting salary of £25,000, with the actual salary offered being negotiable based on experience and qualifications. Other benefits include:

Yearly bonus.
Enhanced holiday entitlement, including birthdays off.
Pension plan and life insurance.
Professional development opportunities (e.g., training, conferences).
Regular company social events.
On-site parking at our new office in Roundhay.

No recruitment agencies, please.

If you’re ready to take the next step in your career and join a company that values your growth, apply now with your CV and covering letter.

Job Type: Full-time, Permanent
Salary: £25,000
Schedule: Monday to Friday

PLEASE PROVIDE A COVERING LETTER TO SUPPORT YOUR APPLICATION

STRICTLY NO RECRUITMENT AGENCIES PLEASE

Job Types: Full-time, Graduate

Additional pay:

Yearly bonus

Benefits:

Additional leave
Company pension
Financial planning services
Free parking
Life insurance
On-site parking

Schedule:

Monday to Friday

Application question(s):

Do you have at least a 2:1 or higher?

Education:

Bachelor's (required)

Work Location: In person

Job Types: Full-time, Graduate

Pay: £25,000.00 per year

Benefits:

Additional leave
Company pension
Financial planning services
Free parking
Life insurance
On-site parking

Ability to commute/relocate:

Leeds LS8 2LQ: reliably commute or plan to relocate before starting work (required)

Application question(s):

Do you have at least a 2:1 or higher ?
Have you provided a covering letter?

Education:

Bachelor's (required)

Work Location: In person

Quick apply

Refine Your Search

trainee financial jobs in leeds, eng

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Graduate Management Trainee - Leeds

Graduate Audit Trainee (ACA)

Trainee Insolvency Administrator, Contentious

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Graduate Management Trainee - Bradford

Graduate Management Trainee - Wakefield / Dewsbury

Graduate Management Trainee - York

Paralegal - Employment

People Operations Assistant

Graduate Management Trainee - Harrogate

Graduate Management Trainee - Huddersfield

Accounts and audit trainee

Sales Account Manager (Trainee positions available)

Associate - Employment

Associate

I want to receive the latest job alerts for trainee financial in leeds, eng

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