Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Warsop

Sort by: -
    • Supporting financial advisers in client meetings and preparing for reviews.
    • Assisting with research, reports, and financial recommendations.
  • View similar jobs with this employer
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • View all The Mortgage Experts jobs - Mansfield jobs
    • Salary Search: Mortgage Advisor salaries in Mansfield
  • View similar jobs with this employer
    • Is technically strong and genuinely enjoys financial planning.
    • You'll provide holistic financial planning advice to individuals, families, trustees and business…
    • As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional…
    • Castle Stonebridge is an ambitious and growing financial planning business committed to helping individuals and families make informed decisions about their…
    • Our client is a well-established Wealth Management Practice providing a bespoke and highly professional service to Private Clients, Business Owners, Trustees…
    • 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
    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
    • Strong analytical, report writing, and financial modeling skills.
    • Prepare formal valuation reports for a variety of purposes, including loan security, financial…
    • You'll play a key role in managing the Academy's day-to-day financial administration, ensuring compliance with Trust procedures and regulatory requirements…
    • Ensure that all financial planning client administration is carried out in accordance with the Firm's.
    • Varied role and your experience in providing high quality…
    • Commitment to pass basic internal financial services exams within 3 months of employment.
    • A positive, friendly service-orientated person with a “can do”…
    • Providing tailored budgeting advice and financial assessments.
    • Working with customers to create achievable financial development plans.
    • Previous experience in financial services administration, paraplanning or financial planning support.
    • Castle Stonebridge is an ambitious and growing financial…
    • Experience working within a financial advice practice, including knowledge of pensions, investments or financial services platforms, would be a distinct…

People also searched:

financial advisor
paraplanner
ifa
financial planner
part time
finance
mortgage advisor
wealth management
financial
trainee financial advisor
Trainee Financial Adviser
NJR Recruitment
Sheffield
£28,000 - £30,000 a year
Permanent, Full-time
Apply now

Job details

£28,000 - £30,000 a year
Company pension
Permanent, Full-time
Sheffield

Full job description

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

#HAV

Pay: £28,000.00-£30,000.00 per year

Application question(s):

  • Have you already passed any of the CII Level 4 Diploma qualifications?

Work Location: In person

Let Employers Find YouUpload Your Resume