Trainee Financial Adviser

TFAS Enterprises LTD; Leeds; On-site; GBP 24,000 - 30,000; Full time

Job summary

TFAS Enterprises LTD is seeking a Trainee Financial Adviser in Leeds through a structured development programme. This is an opportunity to gain valuable client engagement experience while being supported by full training to become a qualified financial adviser, with competitive compensation and benefits.

Benefits

25 Days annual leave plus Bank Holidays

4pm Finish on a Friday

Annual performance related Company bonus

5% Employer pension contribution

24 Hour access to Employee Assistance Programme

Qualifications

• Experience in a target-driven environment is essential.
• Experience in financial or regulated sectors is desirable.

Responsibilities

• Conduct outbound calls to consumers.
• Provide solutions in line with consumer objectives.
• Maintain CRM workflow effectively.

Skills

Strong communication skills

Strong attention to detail

Excellent interpersonal skills

Excellent time management

Ability to self-manage

Ability to work to deadlines

Education

RO1 / CMAP / DIPFA or higher

Job description

Department: Qualifications

Location: Leeds

Compensation: £24,000 - £30,000 / year

Description

About the Role...

This is a unique opportunity to become a fully qualified financial adviser through a structured development programme which combines hands-on client engagement experience with full training support within the TFAS Enterprises Group.

As a Trainee Financial Adviser, you’ll begin your journey under the Inzuzo brand, working within our referral service and qualifications division. Here you will speak directly with consumers who have made online enquiries seeking advice to understand their financial planning needs and match them with suitable advisers.

This role forms the foundation of your development, giving you invaluable real-world experience whilst you build the knowledge and skills required to progress into an advisory position within our TFAS Wealth brand.

Throughout the programme, you’ll benefit from:

Full exam support, including fully covered funding and study time for the Diploma in Financial Planning (or equivalent) One-to-one mentoring from experienced financial advisers.
Structured training and competency support to achieve competent adviser status (CAS).
Ongoing professional development within a team committed to excellence, innovation, and long-term career progression.

Why Us?

TFAS Enterprises aims at combining world class financial advice with cutting edge digital marketing technology. As a market leading partner for many of the largest and leading organisations across the UK in the financial services industry, innovation is at the forefront of our company. We are committed to pushing boundaries and embracing limitless possibilities and pride ourselves on fostering a supportive, team-centric culture. This is not just another sales role, it’s a genuine stepping stone into the financial advice profession, backed by a team with a proven track record of growing and supporting future advisers.

What to expect…

This programme encompasses a tiered base salary structure dependant on experience and typically takes 18-24 months to complete, after which you will transfer to the TFAS Wealth brand.

The starting base salary is between £24,000 - £30,000 with OTE between £34,700 – £48,000. Upon successfully qualifying and achieving competent adviser status, the starting base salary is £40,000 with OTE of £60,000.

In addition, you will receive generous company benefits including 24-hour access to wellbeing support, annual salary reviews and an excellent work-life balance.

Working hours are 37.5 hours per week, a mix of early shifts (09:00 – 17:30) and late shifts (10:00 – 18:30), with a 16:00 finish on Fridays.

This role is primarily office based with the option of 1 working from home day per week upon successful completion of the probationary period.

Key Responsibilities

• Conduct outbound calls to consumers
• Receive inbound calls
• Provide solutions in line with consumer objectives
• Maintain workflow effectively
• Update the CRM accurately and consistently
• Adhere to OFCOM standards and TCF
• Provide fair and reasonable outcomes for all consumers and clients
• Ensure all information referred externally is accurate and professionally annotated
• Achieve all KPI benchmarks
  
  

Skills, Knowledge and Expertise

Qualifications

Desirable
RO1 / CMAP / DIPFA or higher


Experience

Essential
Experience working in a target driven environment, specifically within a sales based or appointment setting role.

Desirable
Experience working in the financial sector or in a regulated environment.

Skills

• Strong communication skills
• Strong attention to detail
• Excellent interpersonal skills
• Excellent time management and organisation skills
• Ability to self-manage and motivate themselves
• Ability to work to deadlines and meet targets
• Passionate about hitting targets and earning bonus
  
  

Behaviours

Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.

Open – Relate and communicate with others, adapting your style to everyone.
Positive – Being optimistic and encouraging a positive mindset.
Professional – Exhibiting a courteous, conscientious, and business like manner.
Leadership – Drive the company vision and positively influence those around you.
Cooperative – Work together and support each other to learn and grow.
People Focused – Delivering the best service and adding value to our clients

What We Offer You...

• 25 Days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
• 4pm Finish on a Friday
• Annual performance related Company bonus and salary review
• 5% Employer pension contribution
• 24 Hour access to our Employee Assistance Programme with Health Assured
• Opportunities for continuous professional development
• Buying and selling annual leave scheme
• Regular social events throughout the year
• Refer a friend scheme
• Free mortgage advice