NJR Recruitment
Trainee Financial Adviser
Trainee Financial Adviser at NJR Recruitment, based in Sheffield, Yorkshire and Humberside, paying £28,000 - £30,000 per annum. This is a permanent role.
- Pay
- £28,000 - £30,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Sheffield, Yorkshire and Humberside
- Closing date
- Sector
- Finance & Accounting
50% below the typical rate for finance & accounting
Reference 57357374
About the role
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 Regulated Financial Planning but must have achieved the R01 qualification already
What's on Offer:
- Starting salary of £30,000
- Comprehensive benefits package including pension, bonus scheme, and holiday allowance
- Full study support for industry qualifications
- Clear progression route toward becoming a fully qualified Financial Adviser
- Friendly, supportive team culture in a professional office-based setting
- Long-term career security in a growing and respected firm
This is a fantastic opportunity for someone looking to retrain and establish a meaningful career in financial planning. If you're serious about building a future in financial advice, we'd love to hear from you.
Apply now or contact NJR Recruitment for a confidential conversation quoting NJR17004
Reference: 57357374 · Posted 15 hours ago · Closes 29 Oct 2026 · Listed via NJR Recruitment
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