Trainee Financial Adviser

Interested in becoming a Financial Adviser?

Keen to join a company that will support you with exams and offer defined progression?

We're working with a highly respected, family-run financial planning company who pride themselves on delivering a personal, client-first service.

They have an exciting opportunity for an aspiring Financial Adviser to join their team, initially focusing on providing support to Advisers.

You'll join a close-knit team, working closely with the Director to learn the business inside-out. Over a 3-year period, they will support you to gain qualifications, whilst providing compressive training on all aspects of the advice process, giving you a ready-made foundation for a successful advisory career.

What's on offer:

• Salary of £27,000 - £31,000 bonus and clear earning progression
• Support for the Level 4 Diploma in Regulated Financial Planning
• Clear route from administration to full client-facing financial advice
• A professional but relaxed environment, far removed from a typical corporate structure
• Mentorship from the Director
• Free on-site parking and hybrid working once established

Responsibilities:

• Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records
• Assist with gathering and analysing client information to support the preparation of financial plans
• Attend client meetings alongside advisers to observe and learn the advice process
• Liaise with product providers to obtain policy information, valuations, and illustrations
• Ensure all compliance requirements and internal procedures are followed at every stage of the advice process
• Support with the preparation of suitability reports and investment reviews under supervision
• Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills
• Gradually increase client-facing responsibilities, moving towards full advisory duties over a 3 year period

About you:

• Experience working in regulated Financial Services role (desirable)
• Progress towards industry exams (desirable)
• Organised, professional, and confident in client-facing situations
• Looking for a long-term career in financial advice with a clear development pathway
• Comfortable working in-office most of the week, with some flexibility available

This is a golden opportunity to join a growing, values-led company offering a structured and supported route into financial advice with opportunity to take on clients.

If the above role aligns with your career aspirations, apply now!