Trainee Financial Adviser
Huddersfield
£35,000 £40,000
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, youll work closely with experienced advisers and learn the ins and outs of financial planning, client management, and tailored advisory services. Were looking for a proactive candidate whos 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?
1. Some exams towards Chartered status a...