Trainee Financial Adviser: Path to Chartered Status

Capio Recruitment Financial Planning; Ouzlewell Green; On-site; GBP 21,000 - 32,000; Full time

Benefits offered by this job

Company discretionary bonus scheme

Full-time hours 35 per week

24 days holiday + 2 days Christmas

Company pension scheme

Private healthcare

Group income protection

Life assurance

Eye care scheme

Wellbeing programme

Cycle to work scheme

Support with professional quals

Job summary

Capio Recruitment Financial Planning in Leeds is seeking a Trainee Financial Adviser to join a high-performance team. You will support Sales Managers and Advisers while progressing toward full adviser status and Chartered Financial Adviser status.

The programme spans 6 to 12 months with dedicated mentoring. You will handle client meetings, notes, cash flow work, and ongoing administration as you develop toward independence.

Qualifications

• Level 4 Diploma in Regulated Financial Advice is required.
• Experience in an IFA or private wealth environment is preferred.
• Exposure to client meetings and active client engagement.
• Experience with cash flow planning tools such as Voyant is beneficial.
• CII qualifications or willingness to work towards conversion is desirable.

Responsibilities

• Preparing background notes and meeting materials ahead of client meetings.
• Attending client meetings and taking accurate notes.
• Updating client information, including asset and income schedules.
• Supporting advisers with policy information, valuation research and background work.
• Preparing follow-up communications and actions for clients.
• Submitting handovers to administration and tracking client journeys.

Skills

Interpersonal skills

Communication skills

Time management

Self-motivation

Independent working

Client engagement

Education

Level 4 Diploma in Regulated Financial Advice

CII qualifications or willingness to convert

Tools

Voyant

MS Office

Outlook

Excel

Back-office systems

Job description

Capio Recruitment Financial Planning in Leeds is seeking a Trainee Financial Adviser to join a high-performance team. You will support Sales Managers and Advisers while progressing toward full adviser status and Chartered Financial Adviser status.

The programme spans 6 to 12 months with dedicated mentoring. You will handle client meetings, notes, cash flow work, and ongoing administration as you develop toward independence.