Trainee Financial Adviser

Sheffield

£40,000 - £45,000

NJR Recruitment is delighted to be working with a well-established and highly respected IFA firm to recruit a Trainee Adviser to join their expanding Financial Planning team.

This is an excellent opportunity for a Diploma-qualified financial services professional to step into a client-facing role, managing an existing portfolio of clients while delivering high-quality financial planning advice and ongoing servicing.

The Role

You will be responsible for managing your own bank of clients, delivering both remote and face-to-face financial planning advice, and ensuring an exceptional client experience at all stages of the relationship.

Key Responsibilities

• Conduct client review meetings (both virtual and face-to-face)
• Undertake research, analysis and due diligence to support advice delivery
• Carry out financial calculations (including pensions, CGT, IHT and income tax)
• Oversee provider illustrations, applications and investment recommendations
• Identify new business opportunities and cross-referrals within the wider group
• Manage ongoing client relationships and oversee post-review actions
• Produce suitability reports across a range of financial planning areas

What do we need from you?

Essential

• Minimum 5+ years’ experience within financial services
• Strong knowledge of FCA regulations and compliance requirements
• Background in paraplanning or senior administration
• Level 4 Diploma qualified (essential)
• Excellent communication and interpersonal skills
• Ability to manage workloads and meet deadlines effectively
• A professional, client-focused approach with strong attention to detail
• Driving license and own vehicle

Desirable:

• Experience working with private clients, corporate clients or trusts
• Previous client-facing experience (face-to-face or virtual)
• Working towards Chartered status
• Experience working within a collaborative team environment

What’s on Offer

• Up to £45,000 basic salary
• Bonus scheme
• Opportunity to manage an existing client bank
• Join a well-established, multi-office firm with a strong reputation
• Collaborative and professional working environment
• Competitive salary and benefits package including pension and life cover
• Long-term career development opportunities

This is a fantastic opportunity for a technically strong financial services professional looking to move into or further develop within a client-facing advisory-style role.

For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16676