Job description


Trainee Financial Advisor (0870)

The Role

Based in the Leeds or Manchester office, your role will be to lead on building and maintaining excellent relationships with internal business partners and manage a large client bank that is predominantly based in the midlands area ensuring all clients receive an annual review.

Using your experience, you’ll provide specialist financial planning and advice and guidance to clients in receipt of personal injury awards. You’ll have a strong understanding of the work that Irwin Mitchell is famous for, and also a deep commitment to our values. Given the nature of this client profile, you must have exceptional interpersonal skills, ensuring you build trust and confidence with vulnerable clients. You’ll use your use your specialist knowledge of this area of Financial Planning, coupled with your understanding of the Court of protection, to provide exceptional levels of care and support to a portfolio of existing clients.

You’ll be able to demonstrate an analytical approach and have strong attention to details. Efficient income management will also be an integral part of the overall client relationship management service and the role will also involve the provision of pre-settlement financial planning reviews to identify any needs.

If you are interested in helping make a difference, are motivated and enjoy building strong relationships, we would love to hear from you.

We are open to varying levels of experience and would look to offer a salary of between £30-£45k.

The Benefits

In addition to your basic salary we have a competitive benefits package including pension, critical illness cover, health cash plan, death in service, discounted legal services, 25 days hols (this increases with length of service), discounted online shopping, discounted gym memberships and season ticket loans.

Additional Information

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

The background checks made will establish your eligibility to work in the UK, and criminal record check and financial checks ­with a credit reference agency will also be undertaken.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.

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2 Wellington Place, Leeds, Yorkshire, United Kingdom, LS1 4BZ
  • Business Area:
    IM Asset Management
  • Team:
    IM Asset Management
  • Working Hours:
    Full Time
  • Vacancy Type:
  • :
    Leeds, Manchester
  • Salary:
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