Overview
Trainee Financial Adviser — Family-Run Wealth Management Practice
Leeds | Full-time, office-based | Starting salary up to £35,000 + full training pathway
Our client is a long-established, family-run wealth management practice with offices in Leeds. Led by its founder alongside the second generation of the family, the firm supports time-poor professionals, business owners and families, from the Dales farmer to the city businessman.
The numbers reflect the culture: client retention above 99% and funds under management in excess of £500 million. Clients stay not because of clever products, but because someone takes the time to understand them, explains complex things calmly, and keeps showing up. That is the craft you’ll be learning here.
You’ll work directly alongside the firm\'s Principals and Business Development Manager — not in a back office — supporting both existing client relationships and new client enquiries.
Day to day, that means:
- Sitting in on client meetings with the Principals, observing how experienced advisers guide clients from a place of "I don\'t really understand my finances" to a clear, confident plan for their future
- Working with the Business Development Manager to engage new prospective clients and prepare for first meetings
- Supporting reviews and ongoing planning for existing clients across retirement, investment, protection, Inheritance Tax and business planning
- Gradually taking ownership of conversations yourself as your knowledge and confidence build
The firm\'s approach is built on clear communication: direct yet reassuring, tailored to what matters to each client. Your development here emphasizes soft skills — listening, questioning, explaining, guiding — as much as technical knowledge. You\'ll learn how to help a client genuinely understand their finances, not just present a report.
The development path
- Structured route towards full adviser status, with study support for professional qualifications
- Daily exposure to Principals with decades of advice experience and long-standing client relationships
- A genuine progression story: this firm develops its own people rather than relying on external advisers
- The variety of a two-office practice serving business owners, senior executives and farming families
Who this suits
You don\'t need advice experience. You do need:
- A genuine interest in financial planning and in people — you find other people\'s lives and goals interesting
- Strong communication instincts: warm, clear, unflustered
- The work ethic to study for qualifications while learning on the job
- Ideally, some client-facing experience (financial services, professional services, or quality client service of any kind)
Why here rather than a big national?
Because in a family firm of this size, you\'re visible. The people training you are the people whose names are on the door. Your progress isn\'t a line on a spreadsheet in another city — it\'s noticed, invested in, and rewarded. You\'ll learn advice the right way: patiently, personally, and for the long term.
Trainee Financial Adviser in Leeds employer: Ortus PSR Ltd.
Join a highly-regarded IFA in central London, where you will thrive in a fun and supportive work environment that prioritises your growth as a Financial Planner. With generous earnings potential, full ownership of your client book, and access to ongoing training, this is an exceptional opportunity to build your own business under a successful brand umbrella. Enjoy the flexibility of managing your own schedule while benefiting from a strong back office support system and a collaborative team culture that has seen no advisers leave since 2000.
