Trainee Financial Adviser

Trainee Financial Adviser – Hybrid working - up to £40,000

A growing wealth management firm is seeking a Trainee Financial Adviser to join their team. This is an excellent opportunity to start a career in financial planning with full support and professional development.

Key Responsibilities:

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• Assist advisers with client research and financial analysis
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• Support the preparation of suitability and recommendation reports
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• Maintain accurate client records and administrative processes
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• Liaise with investment, pension, and insurance providers
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• Support client meetings and ongoing servicing
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• Learn all aspects of financial planning, including pensions, investments, tax planning, and protection
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Candidate Profile:

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• Highly organised with strong attention to detail
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• Excellent communication and interpersonal skills
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• Motivated to develop a career in financial advice
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• Some administrative or financial services experience is advantageous but not essential
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• Willing to undertake professional training and qualifications
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