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Trainee Financial Advisor
Job in
Peterborough, Cambridgeshire, PE1, England, UK
Listed on 2026-03-06
Listing for:
360-Recruitment
Full Time, Apprenticeship/Internship
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process.
Key responsibilities include:
* Attending appointments and taking detailed notes.
* Handling paraplanning duties, including underwriting cases and systems analysis.
* Conducting research and preparing reports for an existing client bank.
* Learning internal systems and processes through direct mentorship.
A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.
Please get in touch for more information
Additional Information / Benefits
Company pension, Free parking, On-s
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