Trainee Financial Adviser

Trainee Financial Adviser

Manchester / Hybrid Working

Starting Salary: £35,000 (depending on experience)

Full-time Permanent

NJR Recruitment is delighted to be representing a modern, forward-thinking financial planning firm based in Manchester, recognised among the Top 100 UK Financial Advisers for several consecutive years.

This is a fantastic opportunity for a Diploma-qualified financial services professional - perhaps an experienced Paraplanner or Senior Administrator - who is ready to take the next step into advice within a highly supportive and structured development pathway.

The Role

As a Trainee Financial Adviser, you'll receive comprehensive support and mentorship from experienced advisers, paraplanners, and compliance professionals. This role will allow you to build your confidence, skills, and knowledge across all aspects of holistic financial planning - particularly pensions and investments - while progressing toward achieving Competent Adviser Status (CAS).

Typical Responsibilities Include:

• Conducting client fact-finds to establish financial objectives and suitability.
• Supporting clients with retirement and withdrawal planning, income strategy, and cashflow analysis.
• Working closely with senior advisers to learn best practice through mentoring, call listening, and case reviews.
• Progressing to conduct annual review meetings and manage existing client relationships.
• Identifying additional advice opportunities and assisting with new client onboarding.
• Keeping up to date with regulatory, compliance, and industry changes while maintaining CPD.

This position is tailored to each individual based on experience, progression, and business needs - providing a flexible training route to becoming a fully qualified adviser.

What We're Looking For

• Level 4 Diploma in Regulated Financial Planning (essential)
• Previous experience in financial services (e.g. paraplanning or administration)
• Excellent organisation and communication skills
• A professional and confident telephone manner
• Strong attention to detail with a customer-focused approach
• Ambition to progress your career within financial advice

Previous client-facing or sales experience would be advantageous, but is not essential as this will form part of your training.

What's on Offer

• Starting salary of £35,000, negotiable based on experience
• Competitive commission structure based on new business and contributions
• Structured career pathway to become a fully qualified Adviser
• Full study support towards Chartered status (CII qualifications, study leave, and exam bonuses)
• Pension scheme with employer contributions
• Private Medical Insurance (after qualifying period)
• Modern city-centre offices with hybrid working flexibility
• Regular team socials and a collaborative, supportive environment

If you're a motivated financial services professional ready to take the next step in your career and become a trusted adviser within a dynamic, client-focused firm - we'd love to hear from you.

Apply today via NJR Recruitment, quoting Ref: NJR16167