Trainee Financial Adviser
Location: Central Manchester (Three days WFH once signed off)
Salary: Up to £45,000 (dependent on experience/qualifications)
Job Type: Full-time, Permanent


Are you a motivated, diploma-qualified professional looking to take the next step in your career and develop into a fully-fledged Financial Adviser? Join a dynamic wealth management team in Central Manchester and benefit from structured training, mentorship, and a supportive environment.


As a Trainee Financial Adviser, you will gain hands-on experience delivering tailored financial advice to clients across the UK, working closely with senior advisers, paraplanners, compliance professionals, and a highly efficient administration team.


What You’ll Be Doing
*Conducting client fact-finding interviews to establish objectives ahead of advice stages
*Supporting the Accessing Benefits Team with pension/investment withdrawal requests, income strategies, and cashflow analysis
*Learning directly from senior advisers acting as mentors, including call listening, systems support, and process overviews
*Progressing to carry out telephony annual review meetings with clients under supervision
*Identifying further business opportunities, referrals, and additional contributions for clients
*Eventually delivering full client advice as competency is achieved
*Keeping up to date with legislation, compliance, and industry changes
*Maintaining CPD records and adhering to regulatory requirements
Training is agile and tailored to individual progression and business needs. There is no fixed timeframe – your development is fully supported.


Who We’re Looking For
*Level 4 Diploma in Regulated Financial Planning (essential)
*Strong organisational skills and ability to manage workload effectively
*Ideally some prior financial services experience (advising, paraplanning, or administration)
*Previous client contact or sales experience advantageous but not essential
*High attention to detail and a strong team ethic
*Excellent telephone manner and customer-focused approach


What We Offer
*Structured career development with huge potential for progression
*Study support for CII exams up to Chartered status, including study leave and exam pass bonuses
*Mentorship from experienced advisers
*Competitive salary + commission structure linked to new funds under management, additional contributions, and referrals
*Pension scheme with employer contributions
*Private medical insurance (after probation)
*Modern, city-centre offices near Manchester Piccadilly Station
*Flexible working hours around client availability
*Hybrid working once competency is achieved
*Social events and team-building activities throughout the year
Apply today via NJR Recruitment or call quoting the reference NJR16400
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.