Trainee Financial Adviser - Sheffield - MI Search Ltd : Job Details

As part of their continued growth, this highly respected accountancy firm is currently seeking a trainee / junior adviser to join their expanding financial planning team in Sheffield.

In this role you will:

Undertaking client review meetings both virtually and face to face

Undertake assessments of client’s personal financial circumstances, needs and objectives including attitude to risk and capacity for loss

Evaluation of existing financial arrangements

Calculations (Pension contributions/CGT/IHT/Income Tax)

Identifying any new business opportunities and cross group referrals and making applicable recommendations

You must be CII level 4 Diploma status or equivalent and be currently either in an administration or paraplanning role and keen to progress your career into an advice role or recently moved into an advice role.

Basic salary to £42,500 + benefits.