Trainee Financial Advisor

Job Title:

Trainee Financial Adviser Industry: Financial Planning

Location:

Blackpool Salary:
Up to £50,000 Job Reference: 10572

Job Description:

Recruit UK is working on a brilliant opportunity for a Trainee Financial Adviser to join a national and successful Financial Planning firm, in Blackpool. We’re seeking a motivated individual to support our Planning team in a role combining entry-level advice, paraplanning, and administration. Working closely with a Senior Planner, you’ll help deliver straightforward advice such as annual reviews, ISAs, and pension top-ups, once authorised and appropriately certified.

You’ll also provide paraplanning support across the team and undertake key administrative tasks including client onboarding, new business processing, valuations, CRM maintenance, and handling client queries.

This role offers an excellent opportunity to develop technical, client relationship, and commercial skills within a professional, ethical, and client-focused firm.

What’s in it for you:

Salaries up to £50,000 (salary negotiable dependent on skill set and experience) Flexible working (post probation) 25 days holiday plus bank holidays Generous pension contribution Enhanced additional benefits Fantastic work culture Career professional development Skills and experience required:
Level 4 Financial Planning Diploma 2 active years' experience working in an IFA/Wealth Management company in a support function Ability to build rapport Highly organised and capable of working independently and within a team About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Blackpool on a Trainee Financial Adviser role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams. Never pester you.