Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle.
Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone - it's your launchpad into a successful career as a fully‑fledged Financial Adviser.
Why This Role Stands Out
This role offers a unique blend of hands‑on Paraplanning responsibilities and a structured, well‑supported route into client‑facing financial advice. You'll be immersed in every stage of the advice process – from research and suitability reporting to provider submissions – while following a tailored development plan to become a qualified Financial Planner.
You’ll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you’re hungry for progression and want to work in a firm that actively invests in your long‑term success, this is the opportunity you’ve been waiting for.
What’s in It for You
Salary: £31,000 to £41,000 per annum, based on experience and qualifications
- Flexi‑working & home working options
- Bonus scheme
- Full financial support for exams and materials (including AF5 and beyond)
- Private Medical Insurance, Critical Illness & Life Cover
- Pension Scheme
- Enhanced maternity/paternity pay
- Christmas shutdown
- Cycle to Work Scheme
- Gym discounts & KP Golf Club membership
- Modern office facilities with free parking & showers
- Team socials, volunteering days & wellbeing initiatives
Your Role: Key Responsibilities
While initially focused on Paraplanning, you will progressively take on more client‑facing responsibilities, including:
- Writing suitability reports and financial planning documents
- Conducting research and calculations to support client recommendations
- Ensuring all documentation is compliant and technically accurate
- Liaising with providers to obtain illustrations, valuations, and policy details
- Submitting new business efficiently and within agreed timescales
- Supporting colleagues and contributing to team learning and development
- Following structured workflows and a CPD/T&C programme aligned with FCA expectations
- Embodying Consumer Duty principles in all aspects of your work
By the end of your training journey, you’ll be positioned to advise clients independently, delivering holistic, values‑driven financial planning that truly changes lives.
What We’re Looking For
- Level 4 Diploma in Regulated Financial Planning (completed or near completion)
- Experience in a Paraplanning role
- Excellent written and verbal communication skills
- Strong attention to detail and organisation
- A client‑first mindset and a genuine desire to make a difference
Your Future Starts Here
This is your opportunity to move beyond the back‑office and into the advisory space – with mentorship, structure, and full support every step of the way. If you’re a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you.
Apply now to begin your journey as a future Financial Planner.
Trainee Financial Adviser in North Ferriby employer: Ortus Psr
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
