Position details
TRAINEE FINANCIAL ADVISER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Sheffield
£40000 - £45000 01/05/2026
NJR16676
Plus Bonus
£40000 - £45000 01/05/2026
NJR16676
Plus Bonus
DESCRIPTION
Trainee Financial Adviser
Sheffield
£40,000 - £45,000
NJR Recruitment is delighted to be working with a well-established and highly respected IFA firm to recruit a Trainee Adviser to join their expanding Financial Planning team.
This is an excellent opportunity for a Diploma-qualified financial services professional to step into a client-facing role, managing an existing portfolio of clients while delivering high-quality financial planning advice and ongoing servicing.
The Role
You will be responsible for managing your own bank of clients, delivering both remote and face-to-face financial planning advice, and ensuring an exceptional client experience at all stages of the relationship.
Key Responsibilities
\" Conduct client review meetings (both virtual and face-to-face)
\" Undertake research, analysis and due diligence to support advice delivery
\" Carry out financial calculations (including pensions, CGT, IHT and income tax)
\" Oversee provider illustrations, applications and investment recommendations
\" Identify new business opportunities and cross-referrals within the wider group
\" Manage ongoing client relationships and oversee post-review actions
\" Produce suitability reports across a range of financial planning areas
What do we need from you?
Essential
\" Minimum 5+ years\' experience within financial services
\" Strong knowledge of FCA regulations and compliance requirements
\" Background in paraplanning or senior administration
\" Level 4 Diploma qualified (essential)
\" Excellent communication and interpersonal skills
\" Ability to manage workloads and meet deadlines effectively
\" A professional, client-focused approach with strong attention to detail
\" Driving license and own vehicle
Desirable:
\" Experience working with private clients, corporate clients or trusts
\" Previous client-facing experience (face-to-face or virtual)
\" Working towards Chartered status
\" Experience working within a collaborative team environment
What\'s on Offer
\" Up to £45,000 basic salary
\" Bonus scheme
\" Opportunity to manage an existing client bank
\" Join a well-established, multi-office firm with a strong reputation
\" Collaborative and professional working environment
\" Competitive salary and benefits package including pension and life cover
\" Long-term career development opportunities
This is a fantastic opportunity for a technically strong financial services professional looking to move into or further develop within a client-facing advisory-style role.
For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16676
Sheffield
£40,000 - £45,000
NJR Recruitment is delighted to be working with a well-established and highly respected IFA firm to recruit a Trainee Adviser to join their expanding Financial Planning team.
This is an excellent opportunity for a Diploma-qualified financial services professional to step into a client-facing role, managing an existing portfolio of clients while delivering high-quality financial planning advice and ongoing servicing.
The Role
You will be responsible for managing your own bank of clients, delivering both remote and face-to-face financial planning advice, and ensuring an exceptional client experience at all stages of the relationship.
Key Responsibilities
\" Conduct client review meetings (both virtual and face-to-face)
\" Undertake research, analysis and due diligence to support advice delivery
\" Carry out financial calculations (including pensions, CGT, IHT and income tax)
\" Oversee provider illustrations, applications and investment recommendations
\" Identify new business opportunities and cross-referrals within the wider group
\" Manage ongoing client relationships and oversee post-review actions
\" Produce suitability reports across a range of financial planning areas
What do we need from you?
Essential
\" Minimum 5+ years\' experience within financial services
\" Strong knowledge of FCA regulations and compliance requirements
\" Background in paraplanning or senior administration
\" Level 4 Diploma qualified (essential)
\" Excellent communication and interpersonal skills
\" Ability to manage workloads and meet deadlines effectively
\" A professional, client-focused approach with strong attention to detail
\" Driving license and own vehicle
Desirable:
\" Experience working with private clients, corporate clients or trusts
\" Previous client-facing experience (face-to-face or virtual)
\" Working towards Chartered status
\" Experience working within a collaborative team environment
What\'s on Offer
\" Up to £45,000 basic salary
\" Bonus scheme
\" Opportunity to manage an existing client bank
\" Join a well-established, multi-office firm with a strong reputation
\" Collaborative and professional working environment
\" Competitive salary and benefits package including pension and life cover
\" Long-term career development opportunities
This is a fantastic opportunity for a technically strong financial services professional looking to move into or further develop within a client-facing advisory-style role.
For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16676
Apply Now
