Trainee Financial Adviser
other jobs NJR Recruitment
Added before 4 Days
- England,Yorkshire and The Humber,North Yorkshire
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Full job descriptionTrainee 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 NJR16719
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 NJR16719
Job number 3767393
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Company Details:
NJR Recruitment
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