Position details
TRAINEE FINANCIAL ADVISER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Sheffield
£27000
20/05/2025
NJR15768
Bonus
£27000
20/05/2025
NJR15768
Bonus
DESCRIPTION
Trainee Financial Adviser - Sheffield
Sheffield (Office-Based)
Full-Time, Permanent
Ideal for Career Changers / 2nd Career Professionals
Are you ready to build a meaningful career in financial planning? An established and reputable independent financial planning firm in Sheffield is looking to recruit a Trainee Financial Adviser as part of their long-term growth strategy.
This is an exciting opportunity for someone who has transferable professional experience and is now looking to enter the financial advice profession with the support of a structured development path. Whether you\'re from a background in sales, banking, teaching, the military, or professional services - if you\'re client-focused, proactive, and eager to learn, this could be the start of something great.
What You\'ll Be Doing:
Supporting financial advisers in client meetings and preparing for reviews
Learning how to build and maintain strong client relationships
Assisting with research, reports, and financial recommendations
Progressing through industry qualifications with full study support
Developing the skills and knowledge needed to deliver regulated financial advice
What We\'re Looking For:
Prior experience in a professional, people-facing role
Excellent communication, organisation, and relationship-building skills
A genuine interest in financial planning and helping people achieve life goals
Ambitious, ethical, and driven to succeed in a long-term advisory career
Willingness to study and achieve the Level 4 Diploma in Regulated Financial Planning but must have achieved the R01 qualification already
What\'s on Offer:
Starting salary of £27,000
Comprehensive benefits package including pension, bonus scheme, and holiday allowance
Full study support for industry qualifications
Clear progression route toward becoming a fully qualified Financial Adviser
Friendly, supportive team culture in a professional office-based setting
Long-term career security in a growing and respected firm
This is a fantastic opportunity for someone looking to retrain and establish a meaningful career in financial planning. If you\'re serious about building a future in financial advice, we\'d love to hear from you.
Apply now or contact NJR Recruitment for a confidential conversation quoting NJR15768
Sheffield (Office-Based)
Full-Time, Permanent
Ideal for Career Changers / 2nd Career Professionals
Are you ready to build a meaningful career in financial planning? An established and reputable independent financial planning firm in Sheffield is looking to recruit a Trainee Financial Adviser as part of their long-term growth strategy.
This is an exciting opportunity for someone who has transferable professional experience and is now looking to enter the financial advice profession with the support of a structured development path. Whether you\'re from a background in sales, banking, teaching, the military, or professional services - if you\'re client-focused, proactive, and eager to learn, this could be the start of something great.
What You\'ll Be Doing:
Supporting financial advisers in client meetings and preparing for reviews
Learning how to build and maintain strong client relationships
Assisting with research, reports, and financial recommendations
Progressing through industry qualifications with full study support
Developing the skills and knowledge needed to deliver regulated financial advice
What We\'re Looking For:
Prior experience in a professional, people-facing role
Excellent communication, organisation, and relationship-building skills
A genuine interest in financial planning and helping people achieve life goals
Ambitious, ethical, and driven to succeed in a long-term advisory career
Willingness to study and achieve the Level 4 Diploma in Regulated Financial Planning but must have achieved the R01 qualification already
What\'s on Offer:
Starting salary of £27,000
Comprehensive benefits package including pension, bonus scheme, and holiday allowance
Full study support for industry qualifications
Clear progression route toward becoming a fully qualified Financial Adviser
Friendly, supportive team culture in a professional office-based setting
Long-term career security in a growing and respected firm
This is a fantastic opportunity for someone looking to retrain and establish a meaningful career in financial planning. If you\'re serious about building a future in financial advice, we\'d love to hear from you.
Apply now or contact NJR Recruitment for a confidential conversation quoting NJR15768
Apply Now
