Trainee Financial Advisor

Job Title

Self-Employed/Employed Trainee Financial Adviser

📍
Location: Lombard Street – City of London

Mansion House Financial Planning is a highly regarded and ambitious wealth management practice that is expanding its advisory team. It advises a discerning client base of High‑Net‑Worth and Ultra‑High‑Net‑Worth individuals, delivering tailored financial strategies across complex personal and family wealth needs. With increasing demand from affluent clients seeking high‑quality advice, this role offers an aspiring adviser the opportunity to work with a HNW client bank and build a long‑term advisory career serving sophisticated clients within a supportive and ambitious firm.

• A proven background in relationship management, private banking, wealth management, financial services or similar client‑facing roles
• A minimum of 3 years’ professional experience, ideally in client‑facing environments where confidence, professionalism, and the ability to communicate complex information to senior stakeholders are essential
• QCF Level 4 qualified (DipFA, IAD, CISI, or equivalent); chartered status or working towards chartered is highly advantageous

• Passionate about acting as a long‑term, trusted adviser to High‑Net‑Worth individuals and families, delivering highly personalised, client‑centric financial advice
• Calm, articulate, and credible when engaging with sophisticated clients, family members, and professional advisers on complex and sensitive financial matters
• Highly professional, discreet, and collaborative, with exceptional integrity and a strong sense of stewardship over client wealth

• A structured development pathway focused on client servicing, advanced financial planning, and retirement modelling
• Access to an established HNW client bank and introducer relationships to accelerate your portfolio build
• Comprehensive back‑office, compliance, and paraplanning support, allowing you to focus on advice and relationship management
• Mentorship from experienced advisers who have supported many to join and build an excellent client bank
• A competitive remuneration structure with clear long‑term progression and future equity opportunities allowing you to build value.

• Have a client focused mindset and want to build long term relationships
• Excel at developing trusted relationships with sophisticated clients
• View wealth management as a vocation centred on protecting, growing, and transferring client wealth

Associate

Full‑time

Sales, Finance, and Business Development

Investment Management and Financial Services

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