Trainee Financial Adviser in Blackburn

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.