Graduate Trainee Independent Financial Adviser

Clarity Wealth Management is a firm of Independent Financial Advisers (IFAs) dedicated to providing transparent, jargon-free financial planning and investment advice. They focus on a "planning-first" philosophy, aiming to reduce financial anxiety by building structured, long-term strategies tailored to each client's specific life goals and risk tolerance.

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

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.