Trainee Financial Adviser – Leeds

About the role

This 18‑week Trainee Financial Adviser programme combines classroom‑based learning with practical experience while you work towards the CII qualifications. Once qualified, you will provide tailored financial advice to individuals, families and business owners, helping them achieve both short‑term and long‑term financial goals.

Key responsibilities

• Build and maintain long‑term relationships with clients through high‑quality financial advice.
• Conduct comprehensive reviews of clients' financial circumstances, objectives and future goals.
• Design and present personalised financial planning recommendations.
• Advise across a wide range of solutions, including investments, retirement, estate and trust planning, intergenerational wealth, protection, mortgages and cash‑flow forecasting.
• Complete client risk profiling and attitude‑to‑risk assessments.
• Review and adapt financial plans as clients' circumstances change.
• Prospect for new clients and develop your client portfolio.
• Liaise with accountants, solicitors, bankers and other professional contacts where appropriate.
• Stay up‑to‑date with financial planning legislation, taxation and FCA regulations.
• Ensure all advice complies with regulatory and compliance standards.
• Maintain accurate client records and documentation throughout the advice process.

Required profile

• Excellent communication and relationship‑building skills.
• Strong commercial awareness and an entrepreneurial mindset.
• Analytical and problem‑solving abilities.
• Passion for delivering outstanding client service and building a lasting client base.

Required skills

What we offer

• Competitive salary ranging from £28,000 to £35,000 per year.
• Structured 18‑week training programme with classroom and practical components.
• Support to sit CII examinations and become a fully qualified financial adviser.
• Opportunity to develop a stable client portfolio in a leading financial planning firm.