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Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?

This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.

Join our clients and take the first step towards a rewarding career in financial advice!

Salary package on offer for the role of Trainee Financial Advisor:

£30,000 - £35,000 Basic Salary

Bonus Structure

Working Hours:

Monday – Friday

Office or home-based dependent on location

Requirements for this Trainee Financial Advisor role:

Microsoft Office knowledge 

Strong written, as well as verbal, communication skills

Attention to detail

Organisational and planning skills

Financial market and funds knowledge

Experience in a similar environment

University degree in Business/ Finance related desirable

Responsibilities of the Trainee Financial Advisor are:

Making appointments with clients and prospective clients

Research on the investment systems

Preparing of client annual review and follow up

Preparation of analysis of portfolios and funds

Insurance provider and product research

Process and procedure updates

Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports

(If Applicable) Exam training and schedule