Hiring Now: Trainee Financial Adviser Near You – Apply Today!
Your Next Trainee Financial Adviser Job Starts Here – Apply Now!
Trainee Financial Adviser
Job Posted: 15 days ago
Salary: £ 30,000 - 39,000 / Annum
Job Type: Permanent
Location: HU1, Kingston upon Hull, City of Kingston upon Hull
Expire in: 13 days
Job Description
Trainee Financial Adviser
Hull
£30,000 - £39,000
Are you a Paraplanner with aspirations of becoming a Financial Planner? NJR Recruitment is working with a forward-thinking and client-focused financial planning firm based in Hull that is offering a unique, structured route into advice.
This is a fantastic opportunity to join a supportive, values-driven business where you'll not only work on high-quality financial planning cases but also benefit from a clear path toward becoming a fully qualified Financial Planner.
The Role:
This is a dual-position role that begins in Paraplanning and transitions into a client-facing advisory role over a 24-month structured development plan.
Initial responsibilities will include:
* Writing suitability reports and financial planning letters
* Completing technical research and ensuring files meet compliance standards
* Liaising with product providers, obtaining quotes, illustrations, and valuations
* Supporting advisers in delivering independent, high-quality financial advice
* Assisting with tax calculations and new business submissions
* Actively participating in training, mentoring, and CPD activity
*
As you progress, you’ll begin building your skills and confidence in client interactions, with the goal of becoming a fully competent and trusted adviser.
What We’re Looking For:
* Minimum 1 year of paraplanning experience
* Working towards (or already holding) the CII Diploma in Regulated Financial Planning (Level 4)
* Committed to progressing toward Chartered status – must include AF5
* Strong organisational and communication skills
* Confident using Microsoft 365 (Intelligent Office experience desirable)
* Passion for delivering outstanding client outcomes
What’s in it for You?
Alongside an excellent starting salary of up to £39,000, you’ll enjoy:
* A flexible working environment (including WFH options)
* Full study support – including paid exams and study materials
* Private medical, critical illness & death in service cover
* Company bonus scheme
* 25+ days holiday, Christmas closure, and wellbeing support
* Cycle to work scheme, gym membership, social events, and more!
* Free onsite parking & a modern workspace
If you’re an ambitious paraplanner looking for a long-term career path in advice with a firm that genuinely values its people and its clients — this is the role for you.
Apply now or contact NJR Recruitment for a confidential discussion quoting NJRBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Trainee Financial Adviser job near me in HU1, Kingston upon Hull, City of Kingston upon Hull! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).