UA-185291695-1 Trainee Financial Adviser, Jobs, 172

Trainee Financial Adviser

Financial planning - Leeds, Yorkshire and the Humber

Ref: 172Wednesday 19 January 2022

£28,000 - £45,000

If you currently hold a Level 4 Diploma in Regulated Financial Advice and are interested in becoming a Financial Adviser, we are currently working with an IFA firm who are ready to develop your skillset to achieve this in 12 months. This opportunity is ideal for professionals who are currently in a paraplanning position or client-facing role but would like to progress to a Financial Planner.  

On offer is an inclusive environment that promotes teamwork at the core of its culture.  You will be working as part of a productive, high performing team under supervision from a dedicated Mentor, providing support to Sales Managers and Advisers in a Trainee Adviser capacity.

The Opportunity

This is a fantastic chance to join a national firm that has ambitious growth plans backed by strong strategies and processes.

What’s needed for me to be considered?

  • Experience within Private Independent Wealth Management
  • Ambitious and goal-orientated
  • Level 4 Diploma qualified
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Ability to take control and drive your own development and study time
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.


  • A full driving licence is useful