Trainee Financial Adviser

Trainee Financial Adviser

Huddersfield

£35,000 - £40,000

Are you on your way to becoming a Chartered Financial Adviser and eager to kickstart your advisory career with a respected firm? We are looking for a motivated Trainee Financial Adviser based in Huddersfield to join a well established team. This is a fantastic opportunity to grow and gain hands-on experience in a supportive, professional environment.

About the Role

As a Trainee Financial Adviser, you’ll work closely with experienced advisers and learn the ins and outs of financial planning, client management, and tailored advisory services. We’re looking for a proactive candidate who’s passionate about building a successful career in financial advice.

Key Responsibilities

• Client Support: Assist in preparing client reports, financial plans, and recommendations
• Research & Analysis: Conduct research on financial products and market trends to support client solutions
• Client Engagement: Participate in client meetings, learning to build strong, trusted relationships
• Compliance: Ensure all client interactions and documents meet regulatory standards

What do we need from you?

• Some exams towards Chartered status already completed, with a commitment to completing the remaining requirements
• Analytical & Detail-Oriented: Strong analytical skills with high attention to detail
• Client-Centric Mindset: Excellent communication and interpersonal skills, with a passion for helping clients reach their financial goals
• Ambition and Drive: 'Hunter’ mindset with a plan to grow your own connections.
• IT Proficiency: Familiarity with financial planning software and Microsoft Office Suite

What We Offer

• Career Development: Full support in achieving your Chartered Financial Planner status
• Mentorship: Work alongside experienced advisers who are committed to helping you grow
• Competitive Salary and Benefits: Attractive compensation package, including support for ongoing education and exams
• Excellent bonus structure with no validation point
• Leads and Clients available
• Collaborative Environment

If you’re ready to take the next step in your financial advisory career and are on track towards Chartered status, we would love to hear from you! Please apply today or contact NJR Recruitment quoting NJR15322