Trainee Financial Advisor

Tempest Jones Recruitment; Sheffield; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning firm in Sheffield is looking for a Trainee Financial Advisor. This role offers full training and support to gain adviser status while managing an established client bank. Ideal candidates will have a Level 4 Diploma in Regulated Financial Planning and experience in a related role. The firm emphasizes building relationships with clients and compliance, providing services in investments, pensions, and protection. It's a great opportunity to start your career in financial advice.

Benefits

Retention and business quality-related bonuses

Support to gain chartered status

Qualifications

• Proven experience in financial planning related roles such as Paraplanning or banking advisor.
• Confidence in face-to-face and telephone interactions.
• Ability to build trusted relationships with clients.

Responsibilities

• Provide advice across investments, pensions, IHT, and protection.
• Conduct face-to-face, virtual, and telephone appointments with clients.
• Handle a loyal client bank with the support of an administration team.

Skills

Communication skills

Relationship building

Compliance

Client management

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Trainee Financial Advisor - Sheffield

• Servicing role, perfect for Paraplanner seeking to transition to advice, or tied adviser seeking an independent role
• Full training given and support to gain sign off with CAS
• Established client bank provided
• Retention and business quality-related bonuses
• Support to gain chartered status

Tempest Jones Consulting is thrilled to be working with a thriving practice of Financial Planners in Sheffield as they embark on their search for an additional Financial Advisor. This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax / estate planning, to individuals and owner managed businesses.

This is an exciting opportunity to join an accomplished business during a period of significant growth.

This is a Servicing role so would suit an experienced Financial Advisor or a Trainee Financial Advisor such as a Paraplanner looking to take on their first advice role.

Financial Advisor - what will the role entail?

We are seeking a Trainee Financial Advisor to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis. You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire. Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients.

This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client facing advising role. You will be given all the support you require to gain competent adviser status and a full client bank.

Financial Advisor Essential criteria

• Level 4 Diploma in Regulated Financial Planning.
• Proven experience in a financial planning related role such as Paraplanning, a banking advisor or experience as a servicing financial advisor.
• Strong communication skills and confidence in both face‑to‑face and telephone interactions.
• Ability to build trusted relationships with clients in a professional and engaging way.
• A warm and empathetic manner when speaking to clients.
• Competence completing accurate bespoke advice reports.
• Strong record of compliance and business quality in previous roles.

Financial Advisor application process

Apply now or send your CV to [e-mail] for further information or a confidential chat.