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Financial Adviser jobs in Worksop

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    • Supporting financial advisers in client meetings and preparing for reviews.
    • Assisting with research, reports, and financial recommendations.
    • Supporting advisers across pensions, investments, inheritance tax planning and wider wealth management solutions.
    • Pay: Up to £35,000.00 per year.
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    • Is technically strong and genuinely enjoys financial planning.
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    • Build confidence in sales with hands-on coaching from day one.
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    • Build confidence in sales with hands-on coaching from day one.
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    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
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    • A perfect role for anyone with administrative experience and keen to step into the Financial Services Industry.
    • The Keys Skills required for this role *.

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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

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