Trainee Financial Adviser

Are you a Paraplanner with aspirations of becoming a Financial Planner? NJR Recruitment is working with a forward-thinking and client-focused financial planning firm based in Hull that is offering a unique, structured route into advice.

This is a fantastic opportunity to join a supportive, values-driven business where you'll not only work on high-quality financial planning cases but also benefit from a clear path toward becoming a fully qualified Financial Planner.

The Role:

This is a dual-position role that begins in Paraplanning and transitions into a client-facing advisory role over a 24-month structured development plan.

Initial responsibilities will include:

• Writing suitability reports and financial planning letters
• Completing technical research and ensuring files meet compliance standards
• Liaising with product providers, obtaining quotes, illustrations, and valuations
• Supporting advisers in delivering independent, high-quality financial advice
• Assisting with tax calculations and new business submissions
• Actively participating in training, mentoring, and CPD activity

As you progress, you’ll begin building your skills and confidence in client interactions, with the goal of becoming a fully competent and trusted adviser.

What We’re Looking For:

• Minimum 1 year of paraplanning experience
• Working towards (or already holding) the CII Diploma in Regulated Financial Planning (Level 4)
• Committed to progressing toward Chartered status - must include AF5
• Strong organisational and communication skills
• Confident using Microsoft 365 (Intelligent Office experience desirable)
• Passion for delivering outstanding client outcomes

What’s in it for You?

Alongside an excellent starting salary of up to £39,000, you’ll enjoy:

• A flexible working environment (including WFH options)
• Full study support - including paid exams and study materials
• Private medical, critical illness & death in service cover
• Company bonus scheme
• 25+ days holiday, Christmas closure, and wellbeing support
• Cycle to work scheme, gym membership, social events, and more!
• Free onsite parking & a modern workspace

If you’re an ambitious paraplanner looking for a long-term career path in advice with a firm that genuinely values its people and its clients — this is the role for you.

Apply now or contact NJR Recruitment for a confidential discussion quoting NJR