Yorkshire Financial Planning Ltd
Trainee Financial Adviser
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
The role:
We are seeking to recruit a full-time Trainee Financial Adviser to join our team. The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers. We are looking for an individual who has drive and determination to succeed in their role, with an eye for detail, a willingness to learn, and a “can do” attitude.
In this role, you will:
- Give financial advice: Provide holistic financial planning across pensions, investments, and protection as you build toward achieving CAS and beyond
- Be compliant: Maintain high ethical standards, working closely within our compliance network
- Continue your professional development: Utilise our full study support to achieve CAS and progress your qualifications
- Manage client relationships: You will shadow senior advisers, attend client meetings, and gradually take ownership of incoming client leads and existing clients
- Learn how to technical paraplan: Write comprehensive, compliant suitability letters and conduct technical research as you transition from trainee to adviser
In addition, you will:
- Provide support to existing adviser team
- Deal with client queries in a professional and efficient manner
- Create meeting packs
- Liaise with a variety of providers
- Assist the Paraplanner with product research and report writing
- Follow standard procedures and workflows
- Process all sales-related paperwork from submission to completion, and any ongoing administration for investments, pensions, and protection departments
- Record annual review dates on our systems and monitor regularly
- Help clients to register for and navigate their account
- Keep your line manager and clients regularly updated on the progress of outstanding cases and dealing with any technical queries
- Work effectively with our wider support team
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What we are looking for:
- Strong interpersonal, communication, and customer service skills
- Excellent diary management, planning, and organisational skills
- Good literacy and numeracy skills
- Excellent accuracy and attention to detail
- High emotional intelligence skills
- Proven ability to work on your own initiative
- Excellent telephone manner
- Proven high standard of customer service
- Working knowledge of Microsoft Word and Excel packages essential
- A minimum of 2 years’ experience in a financial services role
- Qualifications – Ideally Level 4 diploma qualified or on the way to completion
- Must be within a commutable distance to Brough
- Driving Licence is required
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Benefits:
- Full study support
- Initial training via SJP Academy
- Support to achieve full Competent Adviser Status (CAS)
- Ongoing development & study support
- Office based in Brough, with the potential for hybrid working following CAS achievement
- Free onsite parking
About Yorkshire Financial Planning:
Yorkshire Financial Planning was co-founded by Caroline Allen and Joanne Baker, a passionate pair of Chartered Financial Advisers who work with people at all different stages of life.
We believe financial advice should be focused on client relationships and being there for every life event – be it big or small. Working with a boutique advice practice is an experience that goes beyond talking money. We work with clients to achieve their goals and aspirations, while promoting good financial behaviours and removing financial anxiety.
Our mission is to help our clients love life and live it to the full. Making financial advice accessible, simple, and easy.
We are looking for someone as passionate as we are to join our team and help us grow our practice to the next level whilst maintaining the boutique feel we’ve already created.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location