Graduate trainee financial adviser Work, Jobs in Skipton (with Salaries)

Graduate Trainee Independent Financial Adviser
Clarity Wealth Limited —Leeds
- From £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
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- £25,000 - £50,000 a year
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- Annual leave
- Referral programme
Quick apply
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Graduate Trainee Independent Financial Adviser

Clarity Wealth Limited
Leeds

Apply Now

Job details

Permanent | Full-time
From £25,000 a year

Benefits

Company pension
Life insurance
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office

Full job description

Job details

Clarity Wealth Limited
Beechwood House
Beechwoods Estate
Roundhay, Leeds
LS8 2LQ

£25,000

Full-time, Permanent

Monday to Friday

Benefits

Starting salary of £25,000 with regular annual pay reviews
Yearly bonus.
30 days holiday + bank holidays + birthday
Pension plan and life insurance.
Professional development opportunities paid exams all the way to chartership
On-site parking at our new office in Roundhay.

How to Apply

Please send applications with a covering letter to [email protected]

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 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 Adviser at Clarity Wealth Limited, you will embark on a structured development programme designed to transition you into a fully qualified and Chartered Financial Adviser. 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.

What’s needed for me to be considered?

Recently graduated (2:1 or higher ) in finance, economics, or a related field.
Strong interest in financial planning and wealth management.
Willingness to self study and commit to full time work
Willingness to work full time 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

Please Provide a covering letter and your CV to [email protected] stating why you are applying and why you would be suitable

NO RECRUITMENT AGENCIES PLEASE.

Apply Now

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