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Posted 22 July, 2026

Trainee IFA - Exclusive to Taylor James

Taylor James Professional Recruitment
London, ENG, GB Full Time

Job Description

Are you ready to take the next step towards becoming a fully qualified Independent Financial Adviser?

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We are exclusively partnered with one of the City of London’s leading independent financial planning firms, currently hiring Trainee IFAs for their in-house Adviser Academy.

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Key Requirements

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  • Level 4 qualified or nearing completion (essential)
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  • Minimum 18 months experience within financial services (essential)
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  • Proven experience in client services administration or paraplanning (essential)
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The Package (during the academy)

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  • Starting basic salary of up to c£42,000
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  • Attractive Bonus Scheme
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  • Hybrid working (after training period)
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  • 30 days holiday + bank holidays (rising)
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  • Full study support
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  • Private Medical Insurance
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  • Life Cover
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  • Company Pension Scheme
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Academy Offering

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  • Structured and tailored development plan
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  • Expert training & ongoing mentoring
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  • Opportunity to gain hands-on client meeting experience
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  • Deep, practical understanding of the financial planning process
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To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn.