Job Description
Trainee / Newly Qualified Financial Advisor - Independent Financial Advisory Firm
Location: West Yorkshire Salary: Negotiable DOEJob Type: Full-time, Permanent
The Opportunity
Are you newly Diploma-qualified and looking to take the next step into financial advice? We are recruiting on behalf of a highly respected Independent Financial Advisory (IFA) firm in West Yorkshire seeking a motivated Trainee / Newly Qualified Financial Advisor to join their expanding team.
This is a fantastic opportunity to launch your advisory career with full training, mentoring, and a structured route to Competent Adviser Status (CAS).
What's on Offer
- Full mentoring from experienced IFAs
- Structured progression pathway to full Advisor
- Paraplanning & admin support provided
Role Responsibilities
- Support Senior Advisors in delivering holistic financial planning.
- Attend client meetings and gradually take on your own advice responsibilities.
- Assist with research, report writing, and preparing financial plans.
- Analyse client information and help create tailored recommendations.
- Maintain accurate and compliant client files in line with FCA requirements.
- Work toward managing your own client bank as you gain experience.
About You
- Level 4 Diploma in Regulated Financial Planning (completed) - essential.
- Passionate about building a long-term career in financial advice.
- Strong communication and relationship-building skills.
- Analytical mindset with excellent attention to detail.
- Previous experience in financial services is beneficial but not required.
About Reed