Trainee Financial Adviser

2 weeks ago


Leeds, United Kingdom Tenet Full time

Initial Salary: £22,000 - £23,000 OTE £30,000 (will increase on graduation from the programme)

Location: Leeds City Centre

Hours: Monday to Friday, 9am - 5.30pm (4pm finish on a Friday)

An excellent opportunity has arisen for a Trainee Financial Adviser to join an expanding firm of Financial Advisers based in Leeds City Centre.

The firm is a successful and well-established practice, providing holistic financial planning solutions to clients nationally. You’ll be joining a team who will help you gain the skills and knowledge you need to form the foundation of an interesting andrewarding career as a Financial Adviser.

**About the role**:
This is a rare opportunity to progress your career, undertake fully funded training and gain qualifications and to be supported through training and beyond, to become a skilled and successful Financial Adviser.
- You will undertake a fully funded 1-2 year training programme, culminating in a Diploma level 4 qualification and CF30 status and then CAS (Competent Adviser Status).
- You’ll be provided with full training on all aspects of financial management, beginning by booking appointments for advisers, qualifying leads and subsequently building upon that foundation to more complex work and ultimately giving financial advice.
- The role will be progressive over time, and as such, requires drive, dedication, and the ability to study alongside the day-to-day requirements for the role.

**About you**:
You will be prepared to undertake ongoing and varied training, as you learn all aspects of the financial advice journey, screening customer requirements, booking appointments and will enjoy being in a customer facing role.



  • Leeds, United Kingdom Blakemore Recruitment Full time

    Location - Leeds Salary - £35,000 Our client are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. They are expanding their successful business in Leeds and are seeking Trainee Financial Advisers to join their team. As a Trainee Adviser, you would be...


  • Leeds, United Kingdom Blakemore Recruitment Full time

    A leading financial advisory firm in Leeds is seeking Trainee Financial Advisers to join their expanding team. The role involves supporting Sales Managers and Advisers while undergoing a structured training program aimed at developing skills necessary to become a competent Adviser. Candidates should have experience in an IFA, exposure to client meetings, and...


  • Leeds LS DE, United Kingdom The Private Office Ltd Full time

    As a Financial Planning Executive, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity.You should have experience of working in an IFA with exposure to client meetings (experience of cash flow is beneficial) and a good technical understanding, hold...


  • Leeds, United Kingdom CB3 Associates Ltd Full time

    **The Company**:Regional IFA firm who are part of wider, national group and are specifically looking to add a Trainee Financial Planner to their Central Leeds based operation. Working alongside a Chartered Financial Planner with a 12-monthprogression plan to CAS sign off and client bank inheritance, it’s a perfect opportunity for a Qualified Paraplanner to...


  • Leeds, United Kingdom Lime Search & Select Ltd Full time

    My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients' money and providing sound financial advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...


  • Leeds, United Kingdom deVere Acuma Full time

    Junior Financial Adviser – Trainee Entry Level Take First Step Towards an International Career Begin your journey in financial advisory with a 2-month intensive training programme based in Malta, followed by permanent placement in one of our international offices. The training for this overseas role officially starts in Jan 2026. About Us We are a...


  • Leeds, United Kingdom Just Mortgages Full time

    Trainee Mortgage and Protection Adviser – Just Mortgages Join to apply for the Trainee Mortgage and Protection Adviser role at Just Mortgages. “Our aim is always to be the ‘employer of choice’ within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and...

  • Financial Adviser

    7 days ago


    Leeds, Leeds, United Kingdom RecruitUK Full time £30,000 - £40,000 per year

    Job Description Job Description:Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become an excellent adviser? Then look no further.Recruit UK are working on an excellent opportunity for an Independent Financial Adviser role in...


  • Leeds, United Kingdom CFP JOBS Full time

    **South Leeds** **Financial Advisor, Wealth Manager, IFA, Financial Adviser** Our client is on the acquisition trail and as a result are looking for experienced advisers to take over existing clients on an employed basis! **Independent Financial Adviser** Our client is a progressive, client focused, national firm of Independent Financial Advisers....


  • Leeds, United Kingdom NJR Recruitment Full time

    Junior Financial Adviser Leeds – Office Based / Hybrid Up to £50,000 + Bonus + Full Client Bank Provided NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit a Junior Financial Adviser to join their highly respected team. This is an exceptional...