Trainee Financial Adviser

Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle.

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Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone — it’s your launchpad into a successful career as a fully-fledged Financial Adviser.

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Why This Role Stands Out

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This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You’ll be immersed in every stage of the advice process — from research and suitability reporting to provider submissions — while following a tailored development plan to become a qualified Financial Planner.

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You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you’ve been waiting for.

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What’s in It for You

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Salary: £31,000 to £41,000 per annum, based on experience and qualifications

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Flexi-working & home working options

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Bonus scheme

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Full financial support for exams and materials (including AF5 and beyond)

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Private Medical Insurance, Critical Illness & Life Cover

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Pension Scheme

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Enhanced maternity/paternity pay

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Christmas shutdown

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Cycle to Work Scheme

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Gym discounts & KP Golf Club membership

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Modern office facilities with free parking & showers

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Team socials, volunteering days & wellbeing initiatives

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Your Role: Key Responsibilities

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While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including:

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Writing suitability reports and financial planning documents

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Conducting research and calculations to support client recommendations

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Ensuring all documentation is compliant and technically accurate

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Liaising with providers to obtain illustrations, valuations, and policy details

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Submitting new business efficiently and within agreed timescales

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Supporting colleagues and contributing to team learning and development

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Following structured workflows and a CPD/T&C programme aligned with FCA expectations

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Embodying Consumer Duty principles in all aspects of your work

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By the end of your training journey, you’ll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives.

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What We’re Looking For

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Level 4 Diploma in Regulated Financial Planning (completed or near completion)

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Experience in a Paraplanning role

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Excellent written and verbal communication skills

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Strong attention to detail and organisation

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A client-first mindset and a genuine desire to make a difference

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Your Future Starts Here

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This is your opportunity to move beyond the back-office and into the advisory space — with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you.

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Apply now to begin your journey as a future Financial Planner.