Trainee Financial Adviser

Trainee Financial AdviserYork Hybrid Working£35,000 - £45,000 DOENJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team.This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm''s advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank.The RoleThe position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development.Initially, responsibilities will include:Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into:Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering ..... full job details .....