Trainee Financial Adviser
<p><strong>Trainee Financial Adviser</strong></p> <p><strong>York </strong></p> <p><strong>Hybrid Working</strong></p> <p><strong>£35,000 - £45,000 DOE</strong></p> <p><br /></p> <p>NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a <strong>Trainee Financial Adviser</strong> to join their growing team.</p> <p><br /></p> <p>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.</p> <p><br /></p> <p><br /></p> <p><strong>The Role</strong></p> <p>The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development.</p> <p>Initially, responsibilities will include:</p> <ul> <li>Supporting advisers with research and technical analysis </li><li>Preparing and writing suitability reports </li><li>Assisting with client review preparation and recommendation packs </li><li>Conducting product and provider research </li><li>Working closely with paraplanners and advisers to support the advice process </li><li>Developing technical knowledge across pensions, investments and protection </li></ul> <p>As the role progresses, you will gradually transition into:</p> <ul> <li>Attending client meetings alongside senior advisers </li><li>Building and maintaining long-term client relationships </li><li>Managing your own portfolio of clients over time </li><li>Delivering holistic financial planning advice </li></ul> <p><br /></p> <p><strong>About You</strong></p> <ul> <li>Previous <strong>Paraplanning experience is essential</strong></li><li>Strong technical understanding of financial planning products and processes </li><li>Excellent communication and relationship-building skills </li><li>Ambitious, professional and eager to progress into financial advice </li><li>Level 4 Diploma qualified advantageous, though support will be provided towards qualifications </li><li>Ability to work collaboratively within a team environment </li><li>Must be happy to attend the York office a minimum of <strong>twice per week</strong></li></ul> <p><br /></p> <p><strong>What’s on Offer</strong></p> <ul> <li>Clear pathway into a Financial Adviser role </li><li>Ongoing mentoring, training and development </li><li>Support towards professional qualifications </li><li>Hybrid working arrangement </li><li>Opportunity to build and develop your own client bank over time </li><li>Supportive and collaborative company culture </li></ul> <p><br /></p> <p>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.</p> <p>For a confidential discussion, please contact NJR Recruitment quoting NJR16719</p>