Armitage Search & Advisory
Trainee Wealth Manager
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Are you client-facing, ambitious, and looking for a genuine route into financial advice not just a job title?
I'm retained on a confidential basis by an established, family-run wealth management practice with offices in Leeds and North Yorkshire, looking for one or two coachable individuals to join as trainee advisers.
This isn't a call-centre academy programme: you'll be mentored directly by senior advisers, working towards full adviser status with a defined pathway — and, in time, the potential to build towards Partner or client-bank participation.
What you'll be working towards:
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- Getting to know clients' financial goals and helping map out a plan to reach them
- Building the technical grounding to advise across investments, retirement, protection and estate planning
- Learning to prepare financial strategies, proposals and risk assessments
- Developing the relationships and network that a long-term advisory career is built on
What we're looking for:
- Some exposure to financial services or another client-facing environment (banking, insurance, paraplanning, mortgages, or similar)
- Strong communication skills and the resilience/tenacity to build a career, not just start a job
- Self-motivation to work towards professional qualifications (Diploma in Financial Planning) with full study support provided
- Based in, or able to commute to, Leeds or Skipton (Harrogate, Ilkley and Otley also considered)
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What's on offer:
- Competitive base salary with a clear, structured route to qualification
- Full study support (exam fees, study days, mentoring)
- A defined pathway to full adviser status within an established, family-run practice — not a large corporate structure
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