Trainee Financial Adviser - Workplace Save + Protect

Hollybank Trustees Ltd; Lancashire; Hybrid; GBP 21,000 - 32,000; Full time

Benefits offered by this job

25 days’ holiday + holidays

Winter Break office closure

On-site parking

Pension contributions

Life insurance

Flexible benefits

Training and development

Study support

Well-being resources

Dress for your day

Job summary

PM+M is seeking a Trainee Financial Adviser to join the Workplace Save + Protect team. Based in the North West, the role supports advisers delivering workplace pensions, employee benefits and corporate protection for employers and employees across diverse sectors.

You will gain structured training and coaching, with a clear path toward becoming a fully qualified financial adviser and pursuing professional qualifications. The position is hybrid with office presence in Blackburn.

Qualifications

• Interest in financial services and a career in financial advice.
• Willingness to pursue professional qualifications (e.g., CII Diploma in Regulated Financial Planning).
• Ability to communicate clearly with clients and colleagues at all levels.

Responsibilities

• Assist with workplace pension schemes implementation and management.
• Support advisers with pension governance meetings and client reviews.
• Help deliver employee pension workshops and financial wellbeing presentations.
• Assist with setting up and administering employee benefits arrangements.
• Support group life assurance, income protection and private medical insurance schemes.
• Prepare meeting packs, reports and client communications.
• Coordinate with pension providers, insurers, payroll and HR teams.
• Attend client meetings alongside advisers and build client relationships.

Skills

Client service

Communication

Organization

Professionalism

Presentation

Proactivity

Learning mindset

Job description

Trainee Financial Adviser - Workplace Save + Protect

PM+M

Location: Hybrid / Blackburn BB1 5QB, UK
job type: Permanent / Full-time
Sector and subsector: Accounting & Finance | Finance
Salary: Competitive salary

The role in brief:

An opportunity has arisen to join our Financial Planning team as a Trainee Financial Adviser, specialising in Workplace Pensions and Employee Benefits. This role has been created in response to continued growth across our corporate client base and provides an excellent opportunity for an ambitious individual looking to enhance to eventually transition into an advisory role.

Working alongside experienced advisers, you will support the delivery of workplace pension services, employee benefit solutions and corporate protection arrangements to employers and their employees across a wide range of sectors.

Who we are looking for:

This is an ideal opportunity for an individual who has a genuine interest in financial services and is looking to develop a career in financial advice.

This role would particularly suit an existing , financial services administrator, paraplanner, employee benefits consultant, or someone with experience in pensions administration who is looking to make a difference in the community and eventually take the next step towards becoming a regulated financial adviser.

As well as a keen interest in financial planning, we'd like you to be:

• Passionate about delivering excellent client service.
• Confident communicating with people at all levels.
• Organised and able to manage multiple tasks and deadlines.
• Positive, professional and approachable.
• Curious and eager to learn.
• Comfortable presenting information to groups and individuals.
• Proactive and willing to contribute to the success of the wider team.
• Motivated to work towards professional qualifications.
• Actively working towards the CII Diploma in Regulated Financial Planning (not essential).

What the role involves:

You will work closely with our Workplace Pensions and Employee Benefits team, supporting advisers in delivering advice and services to employers and employees.

Your responsibilities will include:

• Assisting with the implementation and ongoing management of workplace pension schemes.
• Supporting advisers with pension governance meetings and client reviews.
• Helping to deliver employee pension workshops and financial wellbeing presentations.
• Assisting with the setup and administration of employee benefits arrangements.
• Supporting the management of Group Life Assurance, Group Income Protection and Private Medical Insurance schemes.
• Preparing meeting packs, reports and client communications.
• Liaising with pension providers, insurers, payroll teams and HR departments.
• Attending client meetings alongside advisers and developing trusted relationships with clients.
• Observing meetings to assist with personal development and progression.

Your work will be primarily office-based, with opportunities to attend client meetings, workshops and events across the North West, alongside flexible and hybrid working arrangements.

We are committed to helping you build a successful career in financial planning.

You will receive structured training and support to develop both your technical knowledge and client-facing skills. We will support progression towards professional qualifications, such as the CII Diploma in Regulated Financial Planning and relevant pensions and employee benefits qualifications.

You will work closely with experienced advisers who will provide coaching, mentoring and practical experience across workplace pensions, retirement planning and employee benefits.

As your knowledge and confidence grows, you will take on increasing responsibility and have a clear progression pathway towards developing both a personal and corporate client bank and become a fully qualified Financial Adviser.

You will also have opportunities to develop presentation skills, networking abilities and the trusted adviser qualities that are essential for a successful career in financial planning.

As well as experience within a similar role we’d like you to be:

• Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
• Passionate about providing great client service.
• Great at communicating with people at all levels – face to face and in writing.
• Positive and good at using your initiative.
• Good at working under pressure.
• Motivated and well organised.

About PM+M

We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that.

We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.

We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.

Joining the PM+M team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals.

We understand that we thrive when we help our clients succeed and that is our core purpose.We also understand that, to do that, our people need to succeed and be happy and fulfilled.

Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives.Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there.Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.

In addition to competitive salaries, here’s what our market leading benefits packages look like:

• 25 days’ holiday per annum + bank holidays
• office closedown over Winter Break
• flexible Easter Break, to account for other religious festivals
• on site free parking
• employer pension contribution of 8%,
• death in service life cover of 4 x salary
• weekly flexi time
• agreed overtime
• family friendly policies including enhanced maternity, paternity, adoption and shared parental pay
• flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance with unlimited outpatient cover, extra holidays, electric car scheme etc
• full technical and soft skills training and support
• cycle to work scheme
• employee well-being portal
• access to the Wisdom app that offers health, well-being, financial and legal support
• dress for your day policy and dress down Fridays
• paid sick leave
• extensive learning & development opportunities and study support
• firm wide success bonus based on the achievement of certain financial metric(s).
• access to Dashlane password manager for you + 9 of your family and friends
• fee-free service to whole of market mortgage and insurance advice
• access to Able Futures support, a Mental Health Support Service