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Vacancy: Trainee Financial Advisor

Post: Trainee Financial Advisor
Salary: £25,000 plus car allowance and benefits package. Opportunity for pay increase when attained competent advisor status CAS
Bonus: Tiered performance bonus scheme

Hours: Office Hours 37.5 hours p/w
30 minutes lunch break
20 Days (140 hours) holiday entitlement, increasing with service (excluding Bank Holidays)

Open Hours: Monday – Friday 9.00am – 5.00pm
Responsible to: Director – Mark Jones

Are you employed in the financial services sector? Have you ever considered a career as a Financial Advisor? If so, we have just the job you’re looking for!

An opportunity has arisen for an individual with the following skills and experience to join our professional team of Independent Financial Advisors here at Jones and Co in Chesterfield.


You will possess:

  • Financial Services experience, preferably in a trainee capacity or as a Mortgage/Savings/Banking Adviser or Paraplanner role
  • A QCF Level 4 qualification
  • A strong customer focus and an ability to build lasting relationships with clients in order to run a successful portfolio and encourage new client connections
  • Experience in working towards targets and maintaining tracker performance
  • The ability to prioritise and work towards clear objectives


You will be:

  • A good communicator with all different types of people and excellent interpersonal and active listening skills
  • Able to participate in and attend training events to increase your knowledge and represent the firm.
  • Capable of interacting with our existing team sharing & suggesting ideas, attending & participating in meetings and leading by example in a professional and friendly manner

This opportunity offers support, mentoring and progression through a structured development programme. Our objective is to ensure a fast-paced, progressive and enjoyable journey resulting in achieving competent adviser status.


Other requirements:

  • QCF Diploma Level 4 or equivalent is essential
  • Driven individual who has a strong desire to build a career in the financial services industry
  • Excellent work ethic
  • Driving license
  • Live within 60 minutes’ drive of the office

We look forward to hearing from you!

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