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Permanent

Trainee Financial Adviser

NJR Recruitment
Sheffield
money-bag £30000 Annual
Posted: 19 September 2026 (Today)
Closing date: 19 October 2026
Ref: 3179923440

Trainee Financial Adviser Sheffield (Office-Based) £30,000 + Bonus 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, sports, 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 ..... full job details .....

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