Position details
TRAINEE FINANCIAL ADVISER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Hull
£30000 - £39000 01/05/2025
NJR15700
£30000 - £39000 01/05/2025
NJR15700
DESCRIPTION
Trainee Financial Adviser
Hull
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 NJR15700
Hull
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 NJR15700
Apply Now
