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 NJR16719