Eden Rose
Trainee Financial Advisor
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
?%
Trainee Financial Adviser Pathway
Leeds | Up to £45,000 + Benefits | Route into Financial Advice
Ready to Make the Move from Paraplanning to Advice?
Are you a Level 4 Diploma qualified Paraplanner who has gained solid technical experience and is now looking for the opportunity to become a Financial Adviser?
This is not just another Paraplanning role.
We're partnering with a highly respected and growing financial planning firm that has a proven track record of developing talent from within. They are looking for an ambitious Paraplanner who wants to take the next step towards a client facing advisory career through a structured and supported development pathway.
If you've been waiting for the right opportunity to transition into advice without sacrificing support, training, or earning potential, this could be exactly what you've been looking for.
The Opportunity
Joining an established and successful advice team, you'll initially work as a Paraplanner, building an in depth understanding of the firm's clients, processes, and advice philosophy.
From day one, you'll be working towards a clearly defined progression plan, with ongoing mentoring from experienced Advisers and directors. As your confidence and capability develop, you'll gradually transition into client meetings and advisory responsibilities before ultimately moving into a full Financial Adviser role.
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.
With adviser earnings significantly increasing upon successful transition into advice, this role offers a genuine long term career opportunity.
What You'll Be Doing
- Preparing high quality suitability reports and recommendations.
- Conducting research across pensions, investments, protection, retirement planning, and tax-efficient solutions.
- Supporting Advisers with complex financial planning cases.
- Attending client meetings alongside experienced Advisers.
- Developing your client facing and relationship management skills.
- Building a strong understanding of the advice process from recommendation through to implementation.
- Working closely with senior members of the team as part of your adviser development pathway.
- Gradually progressing towards managing your own client relationships and advice meetings.
About You
We're looking for ambitious individuals who are serious about building a career in financial advice.
You'll ideally have:
- Level 4 Diploma in Regulated Financial Planning
- At least 2 years' Paraplanning experience
- Strong technical knowledge across pensions and investments
- Experience writing suitability reports
- Excellent communication and interpersonal skills
- A strong desire to progress into a Financial Adviser role
- A professional, client-focused approach
- The drive and ambition to build a long-term career within financial planning
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's on Offer?
- Salary up to £45,000
- Structured and genuine pathway into Financial Advice
- Ongoing mentoring from experienced Advisers
- Exposure to client meetings and advisory work
- Hybrid working flexibility
- Study support towards Chartered status
- Salary increase and enhanced earning potential upon transition into an Adviser role
- Join a growing and highly respected financial planning business
- Clear progression with no glass ceiling
Why This Role Stands Out
Many firms talk about progression into advice. Few genuinely deliver it.
This opportunity is specifically designed for ambitious Paraplanners who feel ready for more responsibility and want a clear route into becoming a successful Financial Adviser. You'll receive the support, development, and exposure needed to make that transition while continuing to build your technical expertise.
If you're a Paraplanner who is qualified, ambitious, and ready to take the next step towards a rewarding career in advice, we'd love to hear from you.
Apply today to learn more about this exciting career opportunity.
“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