Trainee Financial Adviser

Inzuzo; Leeds; On-site; GBP 24,000 - 30,000; Full time

Job summary

Join Inzuzo as a Trainee Financial Adviser and commence a rewarding career in financial planning. This structured development programme combines hands-on client engagement with full support for your qualifications. You will benefit from mentoring, exam support, and a path to becoming a qualified adviser, all while contributing to a company that is committed to pushing industry boundaries.

Benefits

25 Days annual leave plus Bank Holidays

4pm Finish on Friday

Annual performance-related Company bonus

5% Employer pension contribution

24 Hour access to Employee Assistance Programme

Continuous professional development opportunities

Buying and selling annual leave scheme

Regular social events

Refer a friend scheme

Free mortgage advice

Qualifications

• Experience in a target-driven environment, especially in sales or appointment setting.
• Desirable: Experience in the financial sector or in a regulated environment.

Responsibilities

• Conduct outbound calls to consumers.
• Provide solutions aligned with consumer objectives.
• Update CRM accurately and maintain workflow.
• Achieve all KPI benchmarks.

Skills

Strong communication skills

Attention to detail

Excellent interpersonal skills

Time management

Self-management

Target driven

Education

RO1 / CMAP / DIPFA or higher

Job description

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

Qualifications

Skills, Knowledge and Expertise

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 businesslike 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

About Inzuzo

Inzuzo was founded in 2015 with the aim of disrupting the market by creating a world-class service for consumers seeking advice online. As the advice gap continues to grow, it is an ever-growing challenge for consumers to find suitably qualified financial advisers to assist with their financial planning objectives. Inzuzo's solution was simple but ground-breaking and was based on the premise of precisely matching the specific needs of consumers with a suitably qualified and FCA regulated Financial Adviser.

Our extensive and data-driven digital strategy allows Inzuzo to intelligently target and assist consumers that are proactively seeking advice online. As we speak with 100% of our consumers, we better understand who our consumers are, what they require, their concerns, and objectives, thus helping us create a unique synergy between the needs of consumers with the specialisms and expertise of our Financial Adviser clients.

Inzuzo is part of the TFAS Enterprises Group of companies.