Trainee Financial Adviser - NJR Recruitment : Job Details

Trainee Financial Adviser - Leeds

Location: LeedsSalary: Up to £40,000

Succession Opportunity | Long-Term Growth | Fully Supported Role

Are you a Diploma-qualified professional looking to build your career as a Financial Adviser? NJR Recruitment is working on behalf of a respected and forward-thinking financial planning firm in Leeds, currently seeking a Trainee Financial Adviser to join their team and develop into a trusted adviser - with the long-term potential to take over the business!!

This is a unique opportunity for someone who is ready to transition from paraplanning, technical support, or early-stage advisory work into a full client-facing role, with structured support, mentoring, and a genuine succession pathway.

The Role:

You’ll be working closely with an experienced Financial Planner, gradually taking on client meetings, advice delivery, and portfolio management as your confidence grows. Responsibilities include:

• Supporting the advice process from research through to recommendation
• Attending client meetings and learning to manage long-term relationships
• Building your own client bank through referrals, handovers, and internal introductions
• Developing your technical knowledge across pensions, investments, protection and tax planning
• Working towards full Competent Adviser Status (CAS)

What We’re Looking For:

• Level 4 Diploma in Regulated Financial Planning - essential
• Experience in financial planning - e.g. paraplanner, administrator, or trainee adviser background
• A confident communicator with a passion for client service and ethical advice
• Ambition to grow within the profession and ultimately become a business leader
• Based within commutable distance to Leeds - office presence is require

What’s on Offer:

• Salary up to £40,000, depending on experience
• Full training and mentoring to develop as an adviser
• Support toward achieving CAS and future Chartered status
• Long-term opportunity to take over the business
• Supportive and collaborative team culture
• Modern, well-located office

If you're ready to take the next step in your financial advice career and want to join a firm that offers long-term security, growth, and ownership potential, we’d love to hear from you.

Apply now or contact NJR Recruitment for a confidential discussion quoting NJR15907