Trainee Financial Adviser

Trainee Financial Adviser / IFA – Full Training Programme

London EC3V (Full?time in office for first 12 months)

£35,000 starting salary ? £40,000+ once advising

Full Exam Funding (CII/LIBF) + Bonuses + Commission from Day 1

Permanent | Full?

Time | Progression Guaranteed

Are you ambitious, driven, and looking to build a career as a qualified Financial Adviser?

We are recruiting two Trainee Financial Advisers on behalf of a respected, high?net?worth financial planning firm in the city.

This is a rare opportunity to join a firm known for developing outstanding advisers through a structured, 12–24 month Adviser Academy
, offering full training, exam support, and real client exposure from day one.

• 35,000 starting salary
• £40,000+ basic salary once appointed as Financial Adviser (12–18 months)
• Ability to earn bonuses & commission from day one
• Full funding for CII or LIBF Level 4 Diploma
• Clear pathway to Chartered status
• 1:1 mentorship from senior advisers
• 360?degree training: admin, paraplanning, client meetings, suitability reports
• Long?term earning potential with access to 100+ clients gifted to you upon qualification
• Opportunities to bring in your own clients from the beginning
• Hybrid working available from 6–12 months depending on performance

As a Trainee Financial Adviser
, you will begin by supporting a Senior Adviser, learning the full advice process while studying towards your qualifications.

You will gain hands?on exposure to:

• Financial administration & client onboarding
• Preparing documentation & financial plans
• Attending client meetings
• Prospecting and relationship building
• Writing suitability reports
• Understanding pensions, investments, protection & tax planning

This programme is designed to progress you into a fully competent Financial Adviser within 12–24 months
, supported by both the firm and the Quilter network.

• Strong ambition to become a Financial Adviser
• Excellent communication skills
• Confidence, professionalism, resilience
• Ability to learn fast and work full?time in office during training

• Degree in Finance, Economics, Business or similar
• Experience in Financial Services, professional services or sales
• Previous admin or client?facing experience

This role suits motivated graduates, career changers, or individuals already working in FS who want to progress into advising.

• Earn commission from day one through referrals
• After qualification:
  • 6 months at 0% validation
  • Next 6 months at 60% validation
  • 12 months+ at 120% validation
  • Up to 150% validation if choosing a dedicated PA or additional support
• Graduates of the academy are gifted ~100 clients, typically representing £10m+ AUA

If you’re driven, ambitious, and committed to building a career in wealth management, this trainee role offers one of the strongest Adviser pathways in the market.

Interviews are taking place immediately.

Click Apply or send your CV for consideration.