Financial advisory occupations Work, Jobs in Wetherby, Wyk (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
Pensions Administrator
Broadstone Corporate Benefits Limited —York
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Wealth Planner
Morris Jane Associates —York
- £90,000 a year
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Resilience Adviser
Citizens Advice —Dewsbury
- £26,001 a year
- Hybrid work
- Communication skills
10d
Financial Services Administrator
Navigation Wealth Management —Wakefield
- £24,500 - £27,000 a year
- Full-time
- CRM software
- Salesforce
- Organisational skills
- Annual leave
- Life insurance
Quick apply
4d
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £50,000 - £90,000 a year
- Full-time
- Hybrid work
- Communication skills
- Tax experience
- Free parking
- Employee discount
Paraplanner
YorWealth —York
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
3d
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Pensions Administrator
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
Regional Wealth Planner
HSBC Global Services Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Travel
- Banking
1d
Paraplanner
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
2d
Paraplanner
Harper Financial Associates —Wakefield
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Employee discount
Quick apply
Pensions Administrator -Collective Defined Contribution (CDC)
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
IFA Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
4d
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Annual leave
- Life insurance
Corporate Risk & Healthcare Administrator
Swiss Life Global Solutions —Leeds
- Microsoft Excel
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme

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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

Refine Your Search

financial advisory occupations jobs in wetherby, wyk

Graduate Trainee Independent Financial Adviser

Pensions Administrator

Wealth Planner

Financial Administrator

Financial Resilience Adviser

Financial Services Administrator

Independent Financial Advisor

Paraplanner

Experienced Financial Services Administrator

Pensions Administrator

Paraplanner

Regional Wealth Planner

Paraplanner

Paraplanner

Pensions Administrator -Collective Defined Contribution (CDC)

IFA Client Administrator

Financial Planning Client Administration Team Leader

Paraplanner

Pension Administrator

Corporate Risk & Healthcare Administrator

I want to receive the latest job alerts for financial advisory occupations in wetherby, wyk

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