Junior or Trainee IFA

Leeds

Salary: £35,000–£45,000

A rare opportunity to step into a fully supported advice role, with an established client bank

This is an excellent opportunity for someone who has already built a foundation in advising orparaplanning or IFA administration and is now ready to take the next step into a client-facing Financial Adviser role.

You’ll join a respected Financial Planning firm in Leeds with a reputation for delivering excellent financial advice to their clients, as a result of the excellent support, structured training, hands-on mentoring they offer to their staff. With this role they will offer you a clear, achievable pathway to full Competent Adviser Status (CAS).

If you’re ambitious, people-focused and ready to build a long-term career in advice, this is the kind of role that doesn’t come up often.

Duties:

You will work closely with experienced advisers and paraplanners as you transition into a regulated advice role. Your responsibilities will enhance as your confidence and technical knowledge develop:

• Supporting advisers in client meetings and gradually taking the lead as you progress to takeover and manage the client bank
• Preparing review packs, research and suitability report inputs
• Learning how to conduct full financial reviews across pensions, investments and protection
• Completing fact-finds, risk assessments and recommendation modelling
• Working with paraplanners to understand the advice process end-to-end
• Managing client relationships and handling follow-up actions
• Building your own small client bank over time, supported by warm leads
• Ensuring all advice is compliant and well-documented

Training, mentoring & CAS pathway:

• Full support to achieve CAS, including shadowing, supervised advice and structured sign-off
• A dedicated mentor
• Opportunities to attend client meetings from day one
• A gradual, supported transition into managing your own clients

What they’re looking for

• Experience as a proven IFA,paraplanner or senior IFA administrator
• Strong understanding of pensions, investments and the advice process
• Excellent communication skills
• Proactive, organised and eager to learn
• A minimum of Level 4 Diploma