Trainee Financial Adviser

Kickstart Your Wealth Management Career as a Trainee Adviser in Huddersfield

Are you a paraplanner with ambitions to become a fully-fledged financial adviser? Or perhaps you’re looking for an opportunity to combine your technical expertise with client-facing responsibilities? If so, this is your chance to join a forward-thinking, Huddersfield-based firm that’s ready to invest in your future.

The Opportunity

In this hybrid role, you’ll work closely with the firm’s Director, providing high-quality paraplanning support while gradually transitioning into an adviser position. With access to a steady flow of leads and referrals, you’ll start building your own client bank from day one. The goal? To develop a sustainable, profitable portfolio, enabling you to step fully into your adviser role and make your mark in the wealth management industry.

What’s in it for you?

• Career Progression: Clear pathway from paraplanning to advising, with full support to help you succeed.
• Training & Development: Access to mentorship from experienced advisers and resources to enhance your technical and client engagement skills.
• Client Opportunities: Existing clients, warm leads and referrals provided, giving you a head start in building your client base.
• Competitive Package: Salary in the range of £30,000–£40,000 (DOE) with potential for performance-related bonuses.
• Work-Life Balance: A collaborative and supportive working environment in a thriving Huddersfield firm.

Key Responsibilities

• Provide detailed paraplanning support to the Director, including preparing suitability reports and conducting product research.
• Build and nurture relationships with new and existing clients, turning leads into long-term partnerships.
• Transition into an adviser role, offering tailored financial planning solutions to your growing client base.
• Stay up-to-date with industry regulations and best practices to ensure compliance and high service standards.

Who We’re Looking For

• A diploma-qualified paraplanner (or close to achieving this) with a genuine desire to step into advising.
• Excellent interpersonal and communication skills, with a client-first mindset.
• Strong technical knowledge of financial planning products and services.
• Ambition, drive, and the ability to manage multiple responsibilities during your transition.

Ready to take the leap?

This is your opportunity to work with a firm that values personal growth and will support your transition to becoming a trusted financial adviser. If you’re ready to start your journey, apply now and begin building your future in wealth management.

Apply today and let’s discuss how this role can set you on the path to success.