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For Companies At a Glance
- Tasks: Assist clients with financial planning while gaining hands-on experience in a supportive environment.
- Company: Join a leading wealth management firm dedicated to client success and employee growth.
- Benefits: Enjoy flexible working, bonuses, exam support, private medical insurance, and gym discounts.
- Why this job: This role offers a clear path to becoming a qualified Financial Adviser with mentorship and collaboration.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in a Paraplanning role required.
- Other info: Perfect for ambitious individuals eager to make a difference in clients' lives.
The predicted salary is between 31000 - 41000 £ per year.
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.
Contact Detail:
Ortus Psr 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 advisory field. Attend industry events, webinars, or local meetups to connect with experienced advisers who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Research our company culture and values thoroughly. Understanding what we stand for will help you align your conversations and demonstrate how you embody those principles during interviews.
✨Tip Number 3
Prepare to discuss your experience in Paraplanning in detail. Be ready to share specific examples of how you've contributed to client outcomes, as this will showcase your readiness for a more client-facing role.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Highlight any relevant courses or certifications you are pursuing, as this demonstrates your commitment to growing within the financial advisory space.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Paraplanning and any qualifications related to financial planning. Emphasise your communication skills and attention to detail, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve financial security. Mention specific experiences that demonstrate your ambition and drive, and explain why you want to transition into a client-facing role.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Regulated Financial Planning, or your progress towards it. This is a key requirement for the role, so make it prominent in your application.
Showcase Your Client-First Mindset: In your application, provide examples of how you've prioritised client needs in previous roles. This will demonstrate your alignment with the company's values and your readiness for a client-facing position.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Paraplanning Experience
Make sure to highlight your experience in a Paraplanning role during the interview. Discuss specific projects or tasks you've handled, such as writing suitability reports or conducting research, to demonstrate your readiness for the responsibilities of a Trainee Financial Adviser.
✨Emphasise Your Client-First Mindset
Since this role is client-facing, it's crucial to convey your genuine desire to help clients achieve financial security. Share examples of how you've prioritised client needs in your previous roles and how you plan to continue doing so as a Financial Adviser.
✨Prepare for Technical Questions
Expect questions that assess your technical knowledge and understanding of financial planning principles. Brush up on key concepts related to compliance, suitability reporting, and the advice process to show that you're well-prepared and knowledgeable.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the firm's approach to mentorship and professional development. This shows your enthusiasm for the role and your commitment to growing within the company.
