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Trainee Financial Adviser: Launch Chartered Career

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: The Private Office LLP
Apprenticeship/Internship position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 10000 - 40000 GBP Yearly GBP 10000.00 40000.00 YEAR
Job Description & How to Apply Below
Position: Trainee Financial Adviser: Launch Your Chartered Career

The Private Office LLP is looking for a Trainee Adviser based in Leeds to support Sales Managers and Advisers. This role offers a structured training plan with mentorship.

Ideal candidates will hold a Level 4 Diploma in Regulated Financial Advice and have experience in Private Independent Wealth Management. Responsibilities include engaging clients, preparing background notes, and updating client information.

Benefits include a discretionary bonus scheme, pension, and private healthcare after a qualifying period.

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