Trainee Financial Adviser

Trainee Financial Adviser

Department: Qualifications

Employment Type: Full Time

Location: Leeds

Reporting To: Qualifications Performance Manager

Compensation: £25,000 – £30,000 / year

Description

About the Role

This is a unique opportunity to become a fully qualified financial adviser through a structured development programme which combines hands‑on client engagement experience with full training support within the TFAS Enterprises Group.

As a Trainee Financial Adviser, you’ll begin your journey under the Inzuzo brand, working within our referral service and qualifications division. Here you will speak directly with consumers who have made online enquiries seeking advice to understand their financial planning needs and match them with suitable advisers.

This role forms the foundation of your development, giving you invaluable real‑world experience whilst you build the knowledge and skills required to progress into an advisory position within our TFAS Wealth brand.

Throughout the programme, you’ll benefit from:

• Full exam support, including fully covered funding and study time for the Diploma in Financial Planning (or equivalent)
• One‑to‑one mentoring from experienced financial advisers.
• Structured training and competency support to achieve competent adviser status (CAS).
• Ongoing professional development within a team committed to excellence, innovation, and long‑term career progression.

Why Us?

TFAS Enterprises aims at combining world class financial advice with cutting edge digital marketing technology. As a market leading partner for many of the largest and leading organisations across the UK in the financial services industry, innovation is at the forefront of our company. We are committed to pushing boundaries and embracing limitless possibilities and pride ourselves on fostering a supportive, team‑centric culture. This is not just another sales role, it’s a genuine stepping stone into the financial advice profession, backed by a team with a proven track record of growing and supporting future advisers.

What to expect…

This programme encompasses a tiered base salary structure dependant on experience and typically takes 18‑24 months to complete, after which you will transfer to the TFAS Wealth brand.

The starting base salary is between £25,000 – £30,000 with OTE between £35,000 – £48,000. Upon successfully qualifying and achieving competent adviser status, the starting base salary is £40,000 with OTE of £60,000.

In addition, you will receive generous company benefits including 24‑hour access to wellbeing support, annual salary reviews and an excellent work‑life balance.

Working arrangements are 37.5 hours per week:

• Three early shifts (09:00 – 17:30) and two late shifts (10:00 – 18:30) Monday – Friday with a 4pm Friday finish.
• Upon successful completion of the probationary period, you will be required to work one in four Saturdays (09:00 – 14:30), on a rota basis, which will be paid as overtime or time in lieu. You will also have the option of working from home one day per week.

Flexible working arrangements considered where business needs allow.

This role is primarily office based with the option of one working from home day per week upon successful completion of the probationary period.

Key Responsibilities

• Conduct structured outbound calls to consumers and manage inbound calls
• Build rapport and trust through professional telephone conversations
• Identify customer goals, motivations and objectives through needs‑based discussions
• Assess eligibility and match consumers to appropriate advisers/solutions
• Book qualified appointments and manage customer expectations
• Maintain workflow and manage performance against targets
• Update the CRM accurately and consistently with high‑quality notes
• Adhere to OFCOM standards and Treating Customers Fairly principles
• Ensure all consumer outcomes are fair, accurate and professionally documented
• Achieve KPI benchmarks across performance and quality

Skills, Knowledge and Expertise

Qualifications

Desirable: RO1 / CMAP / DIPFA or higher

Experience

Essential: Experience working in a target driven environment, specifically within a sales based or appointment setting role.

Desirable: Experience working in the financial sector or in a regulated environment.

Skills

• Confident and professional telephone manner
• Ability to build rapport and hold structured conversations
• High attention to detail and accuracy
• Strong organisation and time management
• Ability to self‑manage and motivate themselves
• Passionate about hitting targets and earning bonus

Behaviours

Our Company Behaviours are central to our culture and pivotal to our success. We’re not just looking for employees; we’re looking for individuals who embody our values and want to contribute to our shared mission.

Open – Relate and communicate with others, adapting your style to everyone.

Positive – Being optimistic and encouraging a positive mindset.

Professional – Exhibiting a courteous, conscientious, and business like manner.

Leadership – Drive the company vision and positively influence those around you.

Cooperative – Work together and support each other to learn and grow.

People Focused – Delivering the best service and adding value to our clients

What We Offer You…

• 25 Days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
• Buying and selling annual leave scheme (up to 5 additional days)
• 4pm Finish on a Friday
• Annual performance related Company bonus and salary review
• 5% Employer pension contribution
• 24 Hour access to our Employee Assistance Programme with Health Assured
• Opportunities for continuous professional development including funded exams and learning materials
• Regular social events throughout the year
• Refer a friend scheme
• Free mortgage advice