Capio Recruitment
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
?%
Job Title: Trainee Financial Adviser
Location: Leeds
Benefits:
- Company discretionary bonus scheme
- Full-time hours (35 per week), Monday to Friday, 9.00am–5.00pm (1 hour for lunch)
- 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown
- Company pension scheme
- Private healthcare (after qualifying period)
- Group income protection
- Life assurance
- Eye care scheme
- Wellbeing programme
- Cycle to work scheme
- Full support with professional qualifications
About the Company:
Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged.
Role Summary:
A fantastic opportunity for a Trainee Adviser to join a high-performing team, providing close support to Sales Managers and Advisers while working towards full adviser status and, ultimately, Chartered Financial Adviser status. You'll join a structured 6 to 12 month training and assessment programme (timing dependent on your qualifications, skills and pace of development), fully supported by a dedicated mentor and your wider team, with the goal of building you into a competent adviser in your own right.
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.
Key Responsibilities:
- Preparing background notes and meeting materials, including presentation slides, ahead of client meetings
- Attending client meetings and taking accurate notes in line with best practice
- Updating and maintaining client information, including asset and income schedules
- Supporting advisers with policy information, valuation research and other background work
- Preparing follow-up communications and agreed actions for clients
- Submitting handovers to the administration team and tracking the client journey through to completion
- Preparing briefing notes and client correspondence on behalf of authorised advisers
- Supporting core administrative tasks across back-office systems
- Handling client calls and queries in a timely, professional manner
- Taking full ownership of meeting scopes following client meetings
- Using cash flow modelling tools (e.g. Voyant) during client meetings
- Progressively developing the ability to lead client meetings independently (discovery, presentation, review)
- Supporting the wider team with inbound queries, meeting preparation and post-meeting activity
- Booking client calls and meetings on behalf of advisers
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements:
- Level 4 Diploma in Regulated Financial Advice (minimum requirement, essential)
- Previous experience within an IFA or private wealth management environment
- Demonstrable exposure to client meetings, with evidence of active client engagement
- Exposure to cash flow planning tools (e.g. Voyant) beneficial
- CII qualifications preferred, or a willingness to work towards conversion
- Long-term ambition to become a Chartered Financial Adviser
- Ability to work independently with a high level of self-motivation
- Excellent interpersonal and communication skills, with the ability to explain complex information simply
- Strong organisational and time management skills, with the drive to manage your own study and development
- Good IT skills, including MS Office, Outlook, Excel and back-office systems
- A full UK driving licence is desirable
If you're an experienced paraplanner or junior level adviser looking to progress your career with genuine support and a clear route to becoming a fully authorised, Chartered Financial Adviser, we'd love to hear from you.
“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