Trainee Financial Adviser

Type: Trainee
Region: Yorkshire and The Humber

Our well-established client is looking to recruit a Trainee Financial Adviser to join their Grimsby team. You will start your career journey focusing on group personal pensions with an opportunity to move into other areas of our clients business.

If you have previous financial planning experience or have relevant qualifications this is a great opportunity to progress your career and develop further new skills as part of a well-established, dynamic company.

After Training duties will include:

Support senior advisors as required by handling client queries, attending client meetings, assisting in preparing financial documents etc.

Provide continuous support to both clients and team members.


  • Salary dependent on qualifications and experience).
  • 20 days holiday + bank holidays with the possibility to buy more.
  • Hybrid work with 3 days in the office 2 days at home
  • Further relevant qualifications paid for by company.
  • Generous OTE Bonus available

Skills and experience required:

Previous experience in financial planning

Diploma in Financial services

Driving license and transport

Job Overview
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