Trainee Financial Adviser

Trainee Financial Adviser

Location - Easingwold, York

Salary up to £45,000 DOE

We are working with a national financial planning firm based in Easingwold, York who are looking for a Trainee Financial Adviser to join the team. The role will involve shadowing a Senior Financial Adviser initially working in a paraplanning capacity whilst attending client meetings and progressing to taking over and managing a bank of 100-150 clients over a period of 1-3 years.

As a Trainee Financial Adviser you will work with the advice team to help provide a holistic Financial Planning service for client covering investments, pensions, estate and IHT planning and protection advice.

There will be a structured training and development plan tailored to your experience level and needs. This is a fantastic opportunity for someone who is already working within Financial Planning and has started or completed the Level 4 diploma and is looking to make the next step into a client-facing advisory position.

What's on Offer?

• Salary up to £45,000 DOE
• Hybrid flexible working policy
• Structured training and development pathway
• 25 days annual leave + bank holiday
• Exam completion bonus

What's Next?

If you are interested in the Trainee Financial Advisor opportunity, then apply today, and if suitable, one of our consultants will be in touch within 24 hours!

Trainee Financial Adviser, IFA, Financial Planner, Wealth Manager, Financial Services, Paraplanner