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Trainee Financial Adviser

NJR Recruitment
Posted 20 hours ago, valid for a month
Location

Huddersfield, West Yorkshire HD1 2HF

Salary

£40,000 per annum

Contract type

Full Time

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Sonic Summary

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  • The position is for a Trainee Financial Adviser in Huddersfield, offering a salary between £35,000 and £40,000.
  • Candidates should have some exams completed towards Chartered status and a commitment to finishing the remaining requirements.
  • The role involves assisting experienced advisers, conducting research, participating in client meetings, and ensuring compliance with regulatory standards.
  • Applicants must possess strong analytical skills, excellent communication abilities, and a client-centric mindset.
  • This opportunity provides career development support, mentorship, and an attractive compensation package, including a bonus structure.

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, youll work closely with experienced advisers and learn the ins and outs of financial planning, client management, and tailored advisory services. Were looking for a proactive candidate whos 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 youre 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

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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.