Trainee Financial Advisor in Leeds

Trainee Financial Adviser

Leeds | £35,000 - £40,000 + Structured Training + Mentoring + Genuine Career Progression

Are you ambitious, commercially minded and looking to build a long-term career in financial advice?

We're recruiting on behalf of one of Yorkshire's leading wealth management firms. With an established client base, a highly experienced advisory team and a genuine commitment to developing future talent, this is an exceptional opportunity to become a Financial Adviser through a fully supported training programme.

This isn't a role where you'll spend years waiting for an opportunity. You'll receive structured mentoring, professional development and hands‑on client exposure from the very beginning, giving you everything you need to build a successful career in wealth management.

The Opportunity

Working alongside experienced Financial Advisers, you'll develop the technical knowledge, client relationship skills and commercial awareness needed to become a trusted adviser.

You'll follow a structured development programme designed to help you achieve Competent Adviser Status (CAS), while gaining practical experience through client meetings, financial planning discussions and ongoing mentoring.

As your experience grows, you'll begin taking responsibility for your own clients while continuing to build your own portfolio.

What You'll Be Doing

• Attend client meetings alongside experienced advisers

• Learn how to deliver holistic financial planning advice

• Work towards Competent Adviser Status (CAS)

• Study towards your Level 4 Diploma (if not already achieved)

• Build lasting relationships with clients

• Manage client reviews and maintain accurate records

• Develop into a confident, client‑facing Financial Adviser

Who We're Looking For

We're looking for attitude and potential above everything else.

You don't need to be an experienced Financial Adviser. We're keen to speak with ambitious people who enjoy working with clients, have strong communication skills and want to build a long‑term professional career.

Successful candidates could come from backgrounds such as:

• Recruitment

• Estate Agency

• Banking

• Wealth Management Support

• Paraplanning

• Business Development

• Hospitality Management

• Retail Management

• Customer Relationship Management

You'll ideally be:

• A confident communicator

• Naturally organised

• Driven to succeed

• Commercially aware

• Comfortable building relationships

• Resilient and hardworking

• Willing to study and develop professionally

• Looking for a long‑term career rather than just another job

What's on Offer

• £35,000-£40,000 starting salary

• Fully supported adviser training programme

• Structured mentoring from experienced advisers

• Support towards professional qualifications

• Early exposure to client meetings

• Existing clients to inherit as your career develops

• Flexible working arrangements

• Genuine long‑term career progression

• Future opportunity to progress into senior leadership and potential equity participation

Why Apply?

This is a rare opportunity to join an established wealth management business that genuinely invests in developing its people.

You'll receive the training, mentoring and client exposure needed to accelerate your career, while working alongside experienced professionals in a supportive, high‑performing environment.

If you're motivated, enjoy working with people and want to build a rewarding career in financial advice, we'd love to hear from you.