Trainee Financial Adviser

Trainee Financial Adviser

York

Hybrid Working

£35,000 - £45,000 DOE

NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team.

This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm’s advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank.

The Role

The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development.

Initially, responsibilities will include:

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• Supporting advisers with research and technical analysis
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• Preparing and writing suitability reports
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• Assisting with client review preparation and recommendation packs
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• Conducting product and provider research
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• Working closely with paraplanners and advisers to support the advice process
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• Developing technical knowledge across pensions, investments and protection
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As the role progresses, you will gradually transition into:

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• Attending client meetings alongside senior advisers
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• Building and maintaining long-term client relationships
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• Managing your own portfolio of clients over time
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• Delivering holistic financial planning advice
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About You

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• Previous Paraplanning experience is essential
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• Strong technical understanding of financial planning products and processes
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• Excellent communication and relationship-building skills
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• Ambitious, professional and eager to progress into financial advice
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• Level 4 Diploma qualified advantageous, though support will be provided towards qualifications
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• Ability to work collaboratively within a team environment
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• Must be happy to attend the York office a minimum of twice per week
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What’s on Offer

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• Clear pathway into a Financial Adviser role
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• Ongoing mentoring, training and development
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• Support towards professional qualifications
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• Hybrid working arrangement
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• Opportunity to build and develop your own client bank over time
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• Supportive and collaborative company culture
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This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression.

For a confidential discussion, please contact NJR Recruitment quoting NJR16719