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Financial Adviser jobs in Barnsley

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    • Booking client calls and meetings on behalf of advisers.
    • Preparing briefing notes and client correspondence on behalf of authorised advisers.
    • Supporting financial advisers in client meetings and preparing for reviews.
    • Assisting with research, reports, and financial recommendations.
    • St Francis CMAT – Trust Headquarters with travel across all sites, The Old Grammar School, 13 Moorgate Road, Rotherham, S60 2EN.
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    • Communicate with product providers, financial advisers, and internal colleagues to support client outcomes.
    • Experience in an administrative role, ideally within…
    • Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
    • Providing quality advice on pensions, investments,…
    • Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
    • Paid holiday trial for self-employed advisers – two weeks’ paid holiday per year, calculated based on average earnings.
    • 75% – 85% on self-generated business.
    • Study support towards CII Diploma.
    • 23 days holiday + bank holidays.
    • To provide efficient administrative support to a number of IFA's.
  • View similar jobs with this employer
    • Produce comprehensive, compliant financial planning reports for advisers to present to clients.
    • The successful candidate will play a key role in supporting…
    • Support advisers with complex pensions, investments and wider financial-planning cases.
    • Conduct detailed technical research across financial-planning products…
    • Previous experience in an IFA, wealth management or financial planning administration role.
    • Strong knowledge and understanding of financial planning and wealth…
    • Supporting advisers across pensions, investments, inheritance tax planning and wider wealth management solutions.
    • Pay: Up to £35,000.00 per year.
  • View similar jobs with this employer
    • Produce comprehensive, compliant financial planning reports for advisers to present to clients.
    • The successful candidate will play a key role in supporting…
    • Previous office support experience, ideally in financial services.
    • Managing the adviser pipeline and providing regular case progression updates.
  • View similar jobs with this employer
    • Previous paraplanning experience with financial advice.
    • Conducting detailed research on financial products, providers and strategies.

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£35,000 - £50,000 a year
Permanent, Full-time

Job details

Here’s how the job details align with your profile.

Pay

£35,000 - £50,000 a year

Job type

Permanent
Full-time

Shift and schedule

Monday to Friday

Benefits

Pulled from the full job description
Company pension
Private medical insurance
Cycle to work scheme

Full job description

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 taking accurate notes in line with best practice
  • Updating and maintaining client information, including asset and income schedules
  • Supporting advisers with policy information, valuation research and other background work
  • Preparing follow-up communications and agreed actions for clients
  • Submitting handovers to the administration team and tracking the client journey through to completion
  • Preparing briefing notes and client correspondence on behalf of authorised advisers
  • Supporting core administrative tasks across back-office systems
  • Handling client calls and queries in a timely, professional manner
  • Taking full ownership of meeting scopes following client meetings
  • Using cash flow modelling tools (e.g. Voyant) during client meetings
  • Progressively developing the ability to lead client meetings independently (discovery, presentation, review)
  • Supporting the wider team with inbound queries, meeting preparation and post-meeting activity
  • Booking client calls and meetings on behalf of advisers

Requirements:

  • Level 4 Diploma in Regulated Financial Advice (minimum requirement, essential)
  • Previous experience within an IFA or private wealth management environment
  • Demonstrable exposure to client meetings, with evidence of active client engagement
  • Exposure to cash flow planning tools (e.g. Voyant) beneficial
  • CII qualifications preferred, or a willingness to work towards conversion
  • Long-term ambition to become a Chartered Financial Adviser
  • Ability to work independently with a high level of self-motivation
  • Excellent interpersonal and communication skills, with the ability to explain complex information simply
  • Strong organisational and time management skills, with the drive to manage your own study and development
  • Good IT skills, including MS Office, Outlook, Excel and back-office systems
  • A full UK driving licence is desirable

If you're an experienced paraplanner or junior level adviser looking to progress your career with genuine support and a clear route to becoming a fully authorised, Chartered Financial Adviser, we'd love to hear from you.

"BHINDWEA"

Pay: £35,000.00-£50,000.00 per year

Work Location: Hybrid remote in Leeds (West Yorkshire, Yorkshire and Humber Region)

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