Trainee Financial Adviser

Job Title:

Trainee Financial Adviser

Location:

Leeds Benefits:
• Company discretionary bonus scheme
• Full-time hours (35 per week), Monday to Friday, 9.00am–5.00pm (1 hour for lunch)
• 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown
• Company pension scheme
• Private healthcare (after qualifying period)
• Group income protection
• Life assurance
• Eye care scheme
• Wellbeing programme
• Cycle to work scheme
• Full support with professional qualifications

About the Company:

Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged. Role

Summary:

A fantastic opportunity for a Trainee Adviser to join a high-performing team, providing close support to Sales Managers and Advisers while working towards full adviser status and, ultimately, Chartered Financial Adviser status. You'll join a structured 6 to 12 month training and assessment programme (timing dependent on your qualifications, skills and pace of development), fully supported by a dedicated mentor and your wider team, with the goal of building you into a competent adviser in your own right.

Key Responsibilities:

• Preparing background notes and meeting materials, including presentation slides, ahead of client meetings
• Attending client meetings and taking accurate notes in line with best practice
• Updating and maintaining client information, including asset and income schedules
• Supporting advisers with policy information, valuation research and other background work
• Preparing follow-up communications and agreed actions for clients
• Submitting handovers to the administration team and tracking the client journey through to completion
• Preparing briefing notes and client correspondence on behalf of authorised advisers
• Supporting core administrative tasks across back-office systems
• Handling client calls and queries in a timely, professional manner
• Taking full ownership of meeting scopes following client meetings
• Using cash flow modelling tools (e.g. Voyant) during client meetings
• Progressively developing the ability to lead client meetings independently (discovery, presentation, review)
• Supporting the wider team with inbound queries, meeting preparation and post-meeting activity
• Booking client calls and meetings on behalf of advisers Requirements:
• Level 4 Diploma in Regulated Financial Advice (minimum requirement, essential)
• Previous experience within an IFA or private wealth management environment
• Demonstrable exposure to client meetings, with evidence of active client engagement
• Exposure to cash flow planning tools (e.g. Voyant) beneficial
• CII qualifications preferred, or a willingness to work towards conversion
• Long-term ambition to become a Chartered Financial Adviser
• Ability to work independently with a high level of self-motivation
• Excellent interpersonal and communication skills, with the ability to explain complex information simply
• Strong organisational and time management skills, with the drive to manage your own study and development
• Good IT skills, including MS Office, Outlook, Excel and back-office systems
• A full UK driving licence is desirable If you're an experienced paraplanner or junior level adviser looking to progress your career with genuine support and a clear route to becoming a fully authorised, Chartered Financial Adviser, we'd love to hear from you.