Trainee Financial Adviser

Heat Recruitment; Middleton; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking a Trainee Financial Planner to join their expanding team. This is an excellent opportunity for ambitious individuals looking to build a long-term career in financial planning. Candidates will follow a structured 2.5-year progression plan, with salary increases based on completed qualifications and exams. Ideal candidates are degree-educated or have equivalent experience and possess strong communication skills.

Qualifications

• Highly motivated and eager to pursue a career in financial planning.
• Commitment to completing professional qualifications within the agreed timeframe.

Responsibilities

• Complete Diploma-level exams within 12 months while working in Client Services.
• Develop technical and report-writing skills during Paraplanning.
• Transition into a Financial Planner position with full client-facing responsibilities.

Skills

Strong communication skills

Organisational skills

Ability to build rapport

Education

Degree or equivalent experience in financial services

Job description

Location

282 Heywood Old Road

Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89202

Recruiter Managing This Role

Trainee Financial Adviser up to £35,000 Manchester

We're seeking an ambitious and motivated individual to join our growing team as a Trainee Financial Planner. This is an excellent opportunity for someone looking to build a long-term career in financial planning, with a clear and structured development pathway supported by full exam funding and on-the-job training.

Development Pathway

The successful candidate will follow a structured 2.5-year progression plan :

• Year 1 : Complete all Diploma-level exams within 12 months while working in Client Services to gain a strong understanding of client management and financial operations.
• Year 2 : Move into Paraplanning for six months to develop technical and report‑writing skills.
• Year 3 : Transition into a Financial Planner position with full client-facing responsibilities.

Salary Progression

Salary increases by £1,000 for each exam passed.

Ideal Candidate

Degree educated or equivalent experience within financial services.

Highly motivated, organised, and eager to pursue a career in financial planning.

Strong communication skills and the ability to build rapport with clients and colleagues.

Commitment to completing professional qualifications within the agreed timeframe.