Financial Advisor Trainee
3 weeks ago
We are seeking highly motivated individuals to join our Trainee Adviser Academy, a comprehensive 12-month program designed to equip you with the knowledge and skills needed to succeed as a financial advisor. Salary: £25,000 - £30,000 per annum.
This is an excellent opportunity for individuals looking to kickstart their career in financial advice, with opportunities for professional growth and development. Our structured program includes hands-on experience, mentorship, and technical training across a range of financial subjects.
To be successful in this role, you will need:
- Up to 3 years' experience in sales, banking, mortgages, or customer service (required)
- Up to 2 years' experience in a financial services-related role (desirable)
- Genuine interest in financial planning and delivering great client outcomes
- Excellent literacy, numeracy, and communication skills
- A full, clean UK driving license
- Commitment to undergoing and clearing DBS checks
The Training Journey
Our Trainee Adviser Academy is divided into two stages:
- Stage 1 (9 months): Complete R01-R05 exams, gain hands-on experience in paraplanning and client-facing activities, and participate in training sessions and complete monthly assignments.
- Stage 2 (3 months): Complete the R06 exam, attend technical training across a range of financial subjects, and join client meetings weekly and support our consultancy team.
Benefits You'll Receive
As a trainee adviser, you'll enjoy a range of benefits, including:
- Career Growth: Clear progression path within a national wealth management business
- Support: Access to specialist teams for technical and investment guidance
- Well-being: Group pension, life assurance, income protection, and health cash plan
- Team Spirit: Join a vibrant culture with regular social events and charity fundraisers
-
Trainee Financial Advisor
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Full timeJob SummaryWe are recruiting a Trainee Paraplanner to join our financial planning team in Leicester. As a key support role, you will assist experienced paraplanners and financial advisors with preparing high-quality reports, research, and recommendations for clients.Responsibilities:Conduct research on financial products, investments, and providers to ensure...
-
Trainee Role in Financial Services
4 weeks ago
Leicester, Leicester, United Kingdom CV-Library Full time**Trainee Role in Financial Services:** We are seeking a highly motivated and detail-oriented individual to join our financial planning team as a trainee. This exciting opportunity offers a unique chance to gain hands-on experience, develop valuable skills, and build a successful career.As a paraplanner trainee, you will assist senior advisors with client...
-
Financial Planning Trainee
4 weeks ago
Leicester, Leicester, United Kingdom CV-Library Full time**Job Title:** Financial Planning Trainee**Location:** Leicester, UKWe are seeking a highly motivated and detail-oriented individual to join our financial planning team as a trainee. As a paraplanner, you will play a crucial support role in assisting senior advisors with client meetings, research, and documentation.The successful candidate will have a strong...
-
Trainee Financial Advisor
4 weeks ago
Leicester, Leicester, United Kingdom Xeinadin Group Full timeAbout Our TeamXeinadin Group is a collaborative and dynamic business advisory and accountancy practice that offers a supportive work environment for its employees. We are committed to fostering growth and development within our team, providing opportunities for training and advancement.Job Description: Trainee AccountantWe are currently looking for a skilled...
-
Financial Planning Trainee
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Full timeAt Pertemps, we are offering an exciting opportunity for a Financial Planning Trainee to join our dynamic and growing team in Leicester.About the Role:This role will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients. The successful candidate will gain...
-
Trainee Financial Services Professional
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Full timeParaplanning Career Path:Pertemps invites applications from talented individuals seeking a challenging and rewarding Trainee Paraplanner role in Leicester. In this position, you will work alongside experienced professionals to deliver exceptional client service, while developing your skills and expertise in financial planning.About the Job:As a Trainee...
-
Financial Analyst Trainee
3 weeks ago
Leicester, Leicester, United Kingdom Agility Resoucing Full timeJob DescriptionWe are seeking a Financial Analyst Trainee to join our team at Agility Resoucing. The successful candidate will be responsible for learning and developing skills in commercial finance.About the RoleThe Financial Analyst Trainee will assist senior analysts in providing financial analysis and support to various departments within the...
-
Financial Planning Assistant
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Trainee Paraplanner to join our team in Leicester. As a Trainee Paraplanner, you will play a crucial support role in preparing high-quality reports, research, and recommendations for clients.Key Responsibilities:Conduct research on financial products, investments, and providers.Prepare and...
-
Financial Analyst Trainee
4 weeks ago
Leicester, Leicester, United Kingdom TriMas Corporation Full timeJob Title: Financial Analyst TraineeSalary: £25,000 - £30,000 per annum (dependent on experience)About the Company:Rieke Packaging Systems Limited is a dynamic and innovative company offering a range of packaging solutions. As a trainee accountant, you will have the opportunity to work with a small finance team to analyse financial information and prepare...
-
Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Full timeAbout the Role: We are seeking a motivated Trainee Paraplanner to join our dynamic and growing team at Pertemps Leicester. As a Trainee Paraplanner, you will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients.Key Responsibilities:Conduct thorough research on...
-
Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Full timeJob Description:Pertemps is looking for an enthusiastic Trainee Paraplanner to join its growing team in Leicester. This exciting opportunity offers a chance to develop valuable skills and expertise in financial planning while working closely with experienced professionals.About the Position:As a Trainee Paraplanner, you will be responsible for assisting...
-
Corporate Financial Advisor
4 weeks ago
Leicester, Leicester, United Kingdom Austin Fraser Full timeKey ResponsibilitiesIn this Corporate Financial Advisor role, you will gain a comprehensive understanding of the Department's needs and operations. You will provide financial advice to support effective decision-making and ensure strong financial governance within the local authority.You will work on developing management reports and systems to link...
-
Senior Financial Advisor
4 weeks ago
Leicester, Leicester, United Kingdom Blusource Professional Services Full timeWe are seeking an Accounting Professional to join our team in Leicester. As a Senior Financial Advisor, you will play a key role in developing the business and contributing to its growth.Your primary responsibilities will include reviewing client files, processing work, and dealing with letters of engagement. You will also ensure that all files are complete...
-
Trainee Financial Services Professional
4 weeks ago
Leicester, Leicester, United Kingdom Regional Recruitment Services Careers Full timeCareer OpportunitiesAs a Trainee Financial Adviser, you will embark on a challenging yet rewarding journey to become a qualified financial adviser. This 12-month programme is specifically designed to equip you with the skills, knowledge, and expertise required to succeed in the financial services industry.The programme consists of two distinct stages:...
-
Senior Financial Advisor
3 weeks ago
Leicester, Leicester, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd are seeking an experienced professional to join their team as a Senior Financial Advisor.The ideal candidate will have the ability to develop to a Partner/Director role at their offices in Leicester, with the opportunity for a smooth handover of work and client relationships due to the current ownership's age and...
-
Career Launch in Financial Planning
3 weeks ago
Leicester, Leicester, United Kingdom Mattioli Woods Full timeKickstart Your Career in Financial AdviceWe are seeking talented individuals to join our Trainee Adviser Academy, a comprehensive 12-month program designed to equip you with the knowledge and skills needed to succeed as a financial advisor. Salary: £26,000 - £31,000 per annum.This is an excellent opportunity for individuals looking to launch their career...
-
Junior Financial Analyst
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Full timeCompany Overview: Pertemps Leicester is a leading provider of recruitment and HR services, offering a range of job opportunities across various sectors. We are committed to supporting our employees in their careers, providing training and development opportunities to help them grow professionally.Job Summary:We are seeking a highly motivated and organized...
-
Senior Financial Advisor
2 weeks ago
Leicester, Leicester, United Kingdom Leicester City Council Full timeAbout the Role:We are seeking a highly skilled Senior Financial Advisor to join our finance team at Leicester City Council.The successful candidate will provide specialist financial advice and support to colleagues across the council, ensuring that the council meets its strategic financial planning objectives.Key Responsibilities:Attend capital project board...
-
Financial Analyst Trainee
2 weeks ago
Leicester, Leicester, United Kingdom TriMas Aerospace Group Full timeJob Title:Financial Analyst TraineeAbout the Company:Rieke Packaging Systems Limited is a leading provider of innovative packaging solutions. Our team is passionate about delivering high-quality products and services that meet the evolving needs of our customers.Job Description:This role requires an individual with excellent IT skills, a good communicator,...
-
Senior Financial Advisor
3 weeks ago
Leicester, Leicester, United Kingdom RECfinancial Full timeAbout the Position:RECfinancial seeks an experienced Senior Financial Advisor to join our finance team in Leicestershire. As a key player in our organization, you will be responsible for leading budgeting and forecasting activities, conducting commercial analysis, and informing strategic decision making.This role involves reporting directly to the Financial...