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Permanent

Trainee Financial Adviser

Capio Recruitment Financial Planning
Leeds
money-bag £10000 - £500000 Annual
Posted: 09 September 2026 (Today)
Closing date: 09 October 2026
Ref: 3171805422

Job Title: Trainee Financial Adviser Location: Leeds Benefits: • Company discretionary bonus scheme • Full-time hours (35 per week), Monday to Friday, 9.00am-5.00pm (1 hour for lunch) • 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown • Company pension scheme • Private healthcare (after qualifying period) • Group income protection • Life assurance • Eye care scheme • Wellbeing programme • Cycle to work scheme • Full support with professional qualifications About the Company: Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged. Role Summary: A fantastic opportunity for a Trainee Adviser to join a high-performing team, providing close support to Sales Managers and Advisers while working towards full adviser status and, ultimately, Chartered Financial Adviser status. You''ll join a structured 6 to 12 month training and assessment programme (timing dependent on your qualifications, skills and pace of development), fully supported by a dedicated mentor and your wider team, with the goal of building you into a competent adviser in your own right. Key Responsibilities: • Preparing background notes and meeting materials, including presentation slides, ahead of client meetings • Attending client meetings and ..... full job details .....

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