Trainee Financial Adviser
Hull
£30,000 - £39,000
Are you a Paraplanner with aspirations of becoming a Financial Planner? NJR Recruitment is working with a forward-thinking and client-focused financial planning firm based in Hull that is offering a unique, structured route into advice.
This is a fantastic opportunity to join a supportive, values-driven business where you'll not only work on high-quality financial planning cases but also benefit from a clear path toward becoming a fully qualified Financial Planner.
The Role:
This is a dual-position role that begins in Paraplanning and transitions into a client-facing advisory role over a 24-month structured development plan.
Initial responsibilities will include:
* Writing suitability reports and financial planning letters
* Completing technical research and ensuring files meet compliance standards
* Liaising with product providers, obtaining quotes, illustrations, and valuations
* Supporting advisers in delivering independent, high-quality financial advice
* Assisting with tax calculations and new business submissions
* Actively participating in training, mentoring, and CPD activity
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As you progress, you’ll begin building your skills and confidence in client interactions, with the goal of becoming a fully competent and trusted adviser.
What We’re Looking For:
* Minimum 1 year of paraplanning experience
* Working towards (or already holding) the CII Diploma in Regulated Financial Planning (Level 4)
* Committed to progressing toward Chartered status – must include AF5
* Strong organisational and communication skills
* Confident using Microsoft 365 (Intelligent Office experience desirable)
* Passion for delivering outstanding client outcomes
What’s in it for You?
Alongside an excellent starting salary of up to £39,000, you’ll enjoy:
* A flexible working environment (including WFH options)
* Full study support – including paid exams and study materials
* Private medical, critical illness & death in service cover
* Company bonus scheme
* 25+ days holiday, Christmas closure, and wellbeing support
* Cycle to work scheme, gym membership, social events, and more!
* Free onsite parking & a modern workspace
If you’re an ambitious paraplanner looking for a long-term career path in advice with a firm that genuinely values its people and its clients — this is the role for you.
Apply now or contact NJR Recruitment for a confidential discussion quoting NJR