Trainee Financial Planner

ZipRecruiter; Leeds; On-site; GBP 36,000 - 50,000; Full time

Job summary

Join a leading company as a Financial Planner/Adviser and embark on a rewarding career path. You'll benefit from hands-on training, a supportive team, and progression into specialized roles. Ideal candidates are motivated, client-focused, and hold a Diploma Level 4. Significant rewards await those dedicated to thriving in financial planning.

Benefits

Discretionary annual bonuses

Death in service cover (4x salary)

Company pension scheme

Chartered exam costs covered

Uncapped earning potential

Additional leave

Life insurance

Free parking

Qualifications

• Motivated and career-focused individual with genuine interest in financial services.
• 1 year of IFA admin/paraplanning experience required.
• Comfortable with pensions, investments, and general financial planning.

Responsibilities

• Meet potential clients to understand their financial planning goals.
• Deliver investment advice in line with FCA regulations.
• Provide paraplanning and administrative support.

Skills

Client management

Financial planning

Communication

Initiative

Education

Diploma Level 4

Job description

Job Description

This is afantastic opportunityfor the right person to grow into and become an established Financial Planner/Adviser. You will learn a huge amount very quickly, working closely with a friendly, close-knit, and supportive team who are committed to your development at every stage.

You will be involved in the full advice process from the start. This role is available due to continued organic growth atClarity Wealth Limited.

Progression into the full role is expected to take12 months, and your long-term path will evolve into either aNew Business Adviseror aServicing Adviser, depending on yourskills, preferences, and suitability. We recognise that both are valuable but distinct career paths, and success looks different for different people.

Your progression is dependent on yourcommitment, performance and professionalism. This is a demanding role that requiresreal dedication. It will involve:

• Studying for Chartered exams in your own time
• Occasional out-of-hours client meetings
• Home visits
• Timely follow-up on new enquiries and leads
• Answering enquiries out of office hours

This isnot for everyone– it’s hard work and requires initiative, resilience, and a genuine passion for financial planning. But for those who want it, therewards are significant, and the long-term career is highly fulfilling.

You will be client-facing within a few months, with full sign-off expected after 12 months, subject to your development. This is supported by our unique one-to-one training, hands-on experience, and regular client exposure. You’ll benefit from direct mentoring from the Founder/Director, as well as additional support from experienced advisers and the wider team.

As a growing company, you’ll play a real role in shaping our future. You’ll be supported throughout, but we’re looking for someone who brings agrowth mindset, initiative, and a willingness to learn and adapt.

About Us

AtClarity Wealth Limited, we are truly independent and directly authorised by the FCA. Our advice is rooted inholistic financial planning– covering pensions, protection, investments, and cashflow modelling. We useevidence-based, metric-driven researchand haveno contingent relationshipswith funds or providers. That means as an adviser, you can work with confidence that you are always doing what’s right for the client.

Location & Flexibility

Due to the hands-on training, the role is initiallyoffice-based at Beechwood House, but once you are fully signed off, flexible working options can be considered. The breadth of experience you will gain in your first 12 months is unmatched, due to our collaborative culture and the full-cycle advice process you’ll be part of.

Remuneration & Benefits

• Salary:£36,000 – £50,000 per year, depending on experience and qualifications
• Discretionary annual bonuses(paid every year to all staff to date)
• Death in service cover(4x salary)
• Company pension scheme
• Chartered exam costs coveredin full
• Uncapped earning potentialthrough a progressive bonus and payment scheme
• Opportunities for new client referrals
• Support to build your own professional connectionsover time

We care deeply about our team and our clients. Our aim is to build careers, not just fill roles – and we’re proud to offer a workplace where people feel valued, supported and challenged to grow.

The ideal candidate will be:

• Motivated and career-focused with a genuine interest in financial services
• Friendly, professional, and client-centred
• Diploma Level 4 qualified (essential)
• Experienced in IFA administration and paraplanning
• Comfortable with pensions, investments and general financial planning

Key responsibilities:

• Meet potential clients to understand their financial planning goals
• Deliver investment advice in line with FCA regulations and firm standards
• Provide paraplanning and administrative support as required
• Work collaboratively with the team to support client outcomes
• Maintain and build strong relationships with existing clients
• Contribute to ongoing improvement of our advice and investment propositions

Job Type: Full-time

Pay: £36,000.00-£50,000.00 per year

Additional pay:

• Yearly bonus

Benefits:

• Additional leave
• Company events
• Company pension
• Financial planning services
• Free parking
• Life insurance
• On-site parking

Schedule

• Monday to Friday

Application question(s):

• Have you provided a covering letter with your application?

Experience:

• IFA admin/paraplanning: 1 year (required)

NO RECRUITMENT AGENCIES PLEASE