At a Glance
- Tasks: Support financial advisers and learn to build strong client relationships.
- Company: Reputable independent financial planning firm in Sheffield.
- Benefits: Starting salary of £30,000, bonuses, pension, and full study support.
- Other info: Friendly team culture with clear progression towards becoming a qualified Financial Adviser.
- Why this job: Kickstart your career in financial planning with a structured development path.
- Qualifications: Experience in a people-facing role and a genuine interest in financial planning.
The predicted salary is between 49500 - 60500 £ per year.
An established and reputable independent financial planning firm in Sheffield is looking to recruit a Trainee Financial Adviser as part of their long-term growth strategy. This is an exciting opportunity for someone who has transferable professional experience and is now looking to enter the financial advice profession with the support of a structured development path. Whether you're from a background in sales, banking, teaching, sports, or professional services - if you're client-focused, proactive, and eager to learn, this could be the start of something great.
What You'll Be Doing:
- Supporting financial advisers in client meetings and preparing for reviews
- Learning how to build and maintain strong client relationships
- Assisting with research, reports, and financial recommendations
- Progressing through industry qualifications with full study support
- Developing the skills and knowledge needed to deliver regulated financial advice
What We're Looking For:
- Prior experience in a professional, people-facing role
- Excellent communication, organisation, and relationship-building skills
- A genuine interest in financial planning and helping people achieve life goals
- Ambitious, ethical, and driven to succeed in a long-term advisory career
- Willingness to study and achieve the Level 4 Diploma in Regulated Financial Planning but must have achieved the R01 qualification already
What's on Offer:
- Starting salary of £30,000
- Comprehensive benefits package including pension, bonus scheme, and holiday allowance
- Full study support for industry qualifications
- Clear progression route toward becoming a fully qualified Financial Adviser
- Friendly, supportive team culture in a professional office-based setting
- Long-term career security in a growing and respected firm
This is a fantastic opportunity for someone looking to retrain and establish a meaningful career in financial planning. If you're serious about building a future in financial advice, we'd love to hear from you.
Trainee Financial Adviser in Sheffield employer: NJR Recruitment
Join a leading insurance business in Uttoxeter, where your leadership skills will thrive in a supportive and dynamic work environment. With a competitive salary, excellent bonus structure, and genuine opportunities for career progression, you'll be empowered to coach and develop your team while driving performance and delivering exceptional customer service. Our commitment to professional development ensures that you can grow alongside the company, making this an ideal place for ambitious individuals seeking meaningful and rewarding employment.
