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:

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

As the role progresses, you will gradually transition into:

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

About You

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

What's on Offer

• Clear pathway into a Financial Adviser role
• Ongoing mentoring, training and development
• Support towards professional qualifications
• Hybrid working arrangement
• Opportunity to build and develop your own client bank over time
• Supportive and collaborative company culture

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 NJR
16719