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Financial Adviser Trainee

2 months ago

Pontefract, Wakefield, United Kingdom Recruit UK Full time
Financial Adviser Trainee Opportunity

We are partnering with an independent financial advice firm based in Pontefract to find a dedicated trainee financial adviser to join their team as they continue to grow.

This firm is committed to delivering high-quality financial advice that gives clients peace of mind about their future. They focus on building long-term relationships based on trust, transparency, and strong ethical values.

The company also takes pride in giving back to the community and supporting meaningful causes. By eliminating unnecessary jargon, they ensure clients fully understand and feel confident in their financial decisions.

What We Offer
  • Salary up to £40,000 (dependent on skill set and experience)
  • Administration support
  • Client bank to inherit
  • Close-knit team
  • Hybrid working
  • Monthly bonus scheme
  • Auto-enrolment pension
  • Mileage covered
Requirements
  • Holds the Level 4 Diploma in Financial Planning
  • Within a 30-minute commute from Pontefract
  • Client-centric approach

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