Trainee / Junior Financial Adviser in Sheffield

This is an employed role, based in the Sheffield area. Ready to take the next step towards becoming a Financial Adviser? If you've completed your exams and are looking for the opportunity to move beyond administration or paraplanning into a genuine advisory career, this could be exactly what you're looking for.

We're working with an established and growing financial planning practice seeking an ambitious individual to join their team and develop into a fully-fledged Financial Adviser. This is not a role where you'll spend years waiting for an opportunity. You'll work closely with experienced advisers, support existing clients, gain valuable exposure to client meetings, and develop the skills, knowledge and confidence needed to build a successful advisory career. For the right person, there is a genuine long-term opportunity to grow within the business and play a significant role in its future.

Benefits

• Alongside a salary of £35,000–£40,000, you'll benefit from:
• Company pension scheme
• Structured development towards Competent Adviser Status (CAS)
• Ongoing mentoring from experienced advisers
• KPI‑related bonus opportunities
• Salary increases linked to progression and performance
• Hybrid working potential once established
• The opportunity to build your own client relationships
• Long-term career prospects within a growing business

What you'll be doing:

• Supporting client review meetings and ongoing servicing work
• Building trusted relationships with existing clients
• Working alongside experienced advisers and learning from real client cases
• Developing your technical and advisory knowledge
• Identifying opportunities to enhance client outcomes
• Progressing towards a broader client‑facing advisory role over time

Looking further ahead...

This isn't simply a trainee role.

Potential career path

For the right individual, there is a genuine opportunity to develop into a successful adviser, take on greater responsibility, increase earnings significantly, and potentially progress towards leadership, ownership or equity participation in the future.

What will you need to succeed?

• Relevant financial services qualifications already completed or well underway
• A genuine ambition to become a successful Financial Adviser
• Strong communication and relationship‑building skills
• A positive attitude and willingness to learn
• A desire to build a long‑term career within a supportive practice
• The ability to commute to the office on a daily basis initially

Why us?

This firm is part of The Openwork Partnership, who are one of the UK’s largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.