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- Tasks: Start as a Paraplanner, transitioning to a client-facing Financial Adviser role in 24 months.
- Company: Join a forward-thinking financial planning firm in Hull that values its people and clients.
- Benefits: Enjoy flexible working, full study support, private medical cover, and 25+ days holiday.
- Why this job: Gain a clear path to becoming a qualified Financial Planner while working on high-quality cases.
- Qualifications: Must have 1 year of paraplanning experience and be working towards Level 4 CII Diploma.
- Other info: Includes a company bonus scheme, gym membership, and social events.
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
Hull £30,000 - £39,000
Are you a Paraplanner with aspirations of becoming a Financial Planner? NJR Recruitment is working with a forward-thinking and client-focused financial planning firm based in Hull that is offering a unique, structured route into advice. This is a fantastic opportunity to join a supportive, values-driven business where you will not only work on high-quality financial planning cases but also benefit from a clear path toward becoming a fully qualified Financial Planner.
The Role:
This is a dual-position role that begins in Paraplanning and transitions into a client-facing advisory role over a 24-month structured development plan. Initial responsibilities will include:
- Writing suitability reports and financial planning letters
- Completing technical research and ensuring files meet compliance standards
- Liaising with product providers, obtaining quotes, illustrations, and valuations
- Supporting advisers in delivering independent, high-quality financial advice
- Assisting with tax calculations and new business submissions
- Actively participating in training, mentoring, and CPD activity
- As you progress, you will begin building your skills and confidence in client interactions, with the goal of becoming a fully competent and trusted adviser.
What We’re Looking For:
- Minimum 1 year of paraplanning experience
- Working towards (or already holding) the CII Diploma in Regulated Financial Planning (Level 4)
- Committed to progressing toward Chartered status – must include AF5
- Strong organisational and communication skills
- Confident using Microsoft 365 (Intelligent Office experience desirable)
- Passion for delivering outstanding client outcomes
What’s in it for You?
Alongside an excellent starting salary of up to £39,000, you will enjoy:
- A flexible working environment (including WFH options)
- Full study support – including paid exams and study materials
- Private medical, critical illness & death in service cover
- Company bonus scheme
- 25+ days holiday, Christmas closure, and wellbeing support
- Cycle to work scheme, gym membership, social events, and more!
- Free onsite parking & a modern workspace
If you are an ambitious paraplanner looking for a long-term career path in advice with a firm that genuinely values its people and its clients — this is the role for you. Apply now or contact NJR Recruitment for a confidential discussion quoting NJR.
Trainee Financial Adviser employer: NJR Recruitment Ltd
Contact Detail:
NJR Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Financial Planners. Attend industry events or webinars to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also show your commitment to staying informed and relevant in the field.
✨Tip Number 3
Prepare to discuss your paraplanning experience in detail. Be ready to share specific examples of how you've contributed to financial planning cases and supported advisers in delivering client outcomes.
✨Tip Number 4
Demonstrate your passion for client outcomes during the interview process. Share stories that highlight your dedication to providing excellent service and how you’ve gone above and beyond for clients in your previous roles.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant qualifications, such as the CII Diploma in Regulated Financial Planning. Emphasise your organisational and communication skills, as well as your passion for client outcomes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your aspirations to become a Financial Planner and how the structured development plan aligns with your career goals.
Highlight Relevant Experience: In your application, detail specific examples of your previous work in paraplanning, including writing suitability reports and conducting technical research. This will demonstrate your readiness for the responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at NJR Recruitment Ltd
✨Showcase Your Paraplanning Experience
Make sure to highlight your paraplanning experience during the interview. Discuss specific cases you've worked on, the reports you've written, and how you've ensured compliance. This will demonstrate your readiness for the transition into a client-facing role.
✨Demonstrate Your Commitment to Professional Development
Talk about your journey towards obtaining the CII Diploma in Regulated Financial Planning and your aspirations for Chartered status. Employers appreciate candidates who are dedicated to their professional growth and understand the importance of continuous learning.
✨Prepare for Technical Questions
Expect questions related to financial planning concepts, tax calculations, and compliance standards. Brush up on these topics beforehand so you can confidently answer and showcase your technical knowledge during the interview.
✨Exhibit Strong Communication Skills
Since this role involves client interactions, it's crucial to demonstrate your communication skills. Practice explaining complex financial concepts in simple terms, and be prepared to discuss how you would build relationships with clients.
