Trainee Financial Adviser

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

Job summary

A leading financial services firm in Preston is looking for a Trainee Financial Adviser to join their team. This position offers a structured development pathway, including full exam funding and on-the-job training. The successful candidate will follow a three-year progression plan, transitioning from client services to paraplanning and ultimately to a client-facing financial planner role. This is an excellent opportunity for motivated individuals aiming for a long-term career in financial planning.

Benefits

Full exam funding

On-the-job training

Qualifications

• 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.

Responsibilities

• Follow a structured 2.5-year progression plan in financial planning.
• Complete all Diploma-level exams within 12 months while working in Client Services.
• Transition into a Financial Planner position with full client-facing responsibilities.

Skills

Strong communication skills

Highly motivated

Organised

Education

Degree or equivalent experience in financial services

Job description

Location

Preston

Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89201

Recruiter Managing This Role

Trainee Financial Adviser up to £35,000 Preston

Were 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.