Trainee Financial Adviser

Trainee Financial Adviser - Sheffield

Location: Sheffield (Office-Based)
Salary: £27,000 + Excellent Benefits
Type: Full-Time, Permanent
Ideal for Career Changers / 2nd Career Professionals

Are you ready to build a meaningful career in financial planning? An established and reputable independent financial planning firm in Sheffield is looking to recruit a Trainee Financial Adviser as part of their long-term growth strategy.

This is an exciting opportunity for someone who has transferable professional experience and is now looking to enter the financial advice profession with the support of a structured development path. Whether you’re from a background in sales, banking, teaching, the military, or professional services - if you’re client-focused, proactive, and eager to learn, this could be the start of something great.

What You'll Be Doing:

• Supporting financial advisers in client meetings and preparing for reviews
• Learning how to build and maintain strong client relationships
• Assisting with research, reports, and financial recommendations
• Progressing through industry qualifications with full study support
• Developing the skills and knowledge needed to deliver regulated financial advice

What We’re Looking For:

• Prior experience in a professional, people-facing role
• Excellent communication, organisation, and relationship-building skills
• A genuine interest in financial planning and helping people achieve life goals
• Ambitious, ethical, and driven to succeed in a long-term advisory career
• Willingness to study and achieve the Level 4 Diploma in Regulated Financial Planning but must have achieved the R01 qualification already

What’s on Offer:

• Starting salary of £27,000
• Comprehensive benefits package including pension, bonus scheme, and holiday allowance
• Full study support for industry qualifications
• Clear progression route toward becoming a fully qualified Financial Adviser
• Friendly, supportive team culture in a professional office-based setting
• Long-term career security in a growing and respected firm

This is a fantastic opportunity for someone looking to retrain and establish a meaningful career in financial planning. If you're serious about building a future in financial advice, we’d love to hear from you.

Apply now or contact NJR Recruitment for a confidential conversation quoting NJR15768