Aspiring Financial Adviser - Client Support Trainee

Insight Financial Associates Limited; Norwich; On-site; GBP 18,000 - 24,000; Full time

Job summary

Insight Financial Associates Limited is seeking a motivated Client Support Trainee Adviser to join our growing team in Norwich. You will start in Client Support, participate in a structured development programme, shadow advisers, attend client meetings, and work towards Diploma-level qualifications.

The role offers hands-on experience in investment, pension and protection solutions, with a six-month probation and clear progression into advisory opportunities.

Qualifications

• Educated to A-Level standard (or equivalent) with GCSEs in English and Maths.
• Strong communication, organisational and analytical skills.
• Experience in customer service or professional services is advantageous.
• Interest in progressing toward the CII Diploma in Regulated Financial Planning.

Responsibilities

• Provide high-quality support to advisers and clients.
• Shadow advisers and attend client meetings.
• Assist with financial planning activities and documentation.
• Follow the structured development programme and exam pathway.

Skills

Communication

Organisation

Analytical skills

Education

A-Levels or equivalent

GCSE English

GCSE Maths

CII Diploma progression

Tools

Microsoft Office

Job description

Insight Financial Associates Limited is seeking a motivated Client Support Trainee Adviser to join our growing team in Norwich. You will start in Client Support, participate in a structured development programme, shadow advisers, attend client meetings, and work towards Diploma-level qualifications.

The role offers hands-on experience in investment, pension and protection solutions, with a six-month probation and clear progression into advisory opportunities.