Are you on your way to becoming a Chartered Financial Adviser and eager to kickstart your advisory career with a respected firm? We are looking for a motivated Trainee Financial Adviser based in Huddersfield to join a well established team. This is a fantastic opportunity to grow and gain hands-on experience in a supportive, professional environment.
About the Role
As a Trainee Financial Adviser, you’ll work closely with experienced advisers and learn the ins and outs of financial planning, client management, and tailored advisory services. We’re looking for a proactive candidate who’s passionate about building a successful career in financial advice.
Key Responsibilities
Client Support: Assist in preparing client reports, financial plans, and recommendations
Research & Analysis: Conduct research on financial products and market trends to support client solutions
Client Engagement: Participate in client meetings, learning to build strong, trusted relationships
Compliance: Ensure all client interactions and documents meet regulatory standards
What do we need from you?
Some exams towards Chartered status already completed, with a commitment to completing the remaining requirements
Analytical & Detail-Oriented: Strong analytical skills with high attention to detail
Client-Centric Mindset: Excellent communication and interpersonal skills, with a passion for helping clients reach their financial goals
Ambition and Drive: ’Hunter’ mindset with a plan to grow your own connections.
IT Proficiency: Familiarity with financial planning software and Microsoft Office Suite
What We Offer
Career Development: Full support in achieving your Chartered Financial Planner status
Mentorship: Work alongside experienced advisers who are committed to helping you grow
Competitive Salary and Benefits: Attractive compensation package, including support for ongoing education and exams
Excellent bonus structure with no validation point
Leads and Clients available
Collaborative Environment
If you’re ready to take the next step in your financial advisory career and are on track towards Chartered status, we would love to hear from you! Please apply today or contact NJR Recruitment quoting NJR15322