Trainee Financial Adviser

A highly respected and well-established financial advisory firm is seeking an ambitious Trainee Financial Adviser / Paraplanner to join its growing team as part of an exciting move towards an employed adviser model.

Location:

City-based | Salary:
Up to £45,000 + bonus | Hybrid working 3 days in the office

Career Path:
Fully Qualified Independent Financial Adviser

This is a rare opportunity for a technically capable and career-driven individual to develop into a fully qualified Independent Financial Adviser (IFA) within a supportive, high-performing environment.

The successful candidate will begin in a paraplanning-focused role, gaining in-depth exposure to the technical foundations of financial advice, before progressing into a client-facing advisory position within 24 months.

With structured mentoring from senior advisers and a clear development pathway, this role is designed for someone who wants to build a long-term career rather than simply take their next job.

The firm has a strong client base of high earners and a growing intergenerational focus, offering a steady flow of warm, high-quality opportunities.

• Initially, the role will focus on technical and paraplanning excellence, including:
• Writing suitability reports and supporting multiple advisers
• Conducting research, fund selection and product comparisons
• Completing replacement business and technical documentation
• Gathering client information and supporting fact-finds
• Engaging with the next generation of existing clients (e.g. protection, mortgages)
• Over time, the role will evolve into:
• Client meetings and advisory responsibilities
• Managing your own client relationships
• Generating and converting new business with firm-provided leads

• Experienced in financial services and holds the Level 4 Diploma
• Currently working in paraplanning, technical admin or adviser support
• Commercially minded with strong communication skills
• Motivated, proactive and keen to progress into an adviser role