Level 4 Trainee Financial Advisor - Training & Leads

CAP Resourcing LTD; Taunton; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Full training and support to develop

Leads provided and client base

No need to bring a client bank

Paraplanning and admin support

Ongoing professional development

Modern offices in Taunton

Job summary

CAP Resourcing LTD in Taunton is seeking a Level 4 Diploma holder ready to advance into a Financial Adviser role. The firm offers full training, ongoing support, and a clear pathway into financial advice, with qualified leads and existing clients provided, so you won’t need to bring your own client bank.

You’ll join a friendly, collaborative team in modern offices in Taunton, where clients come first and ongoing professional development is supported.

Qualifications

• Ambition to move into a Financial Adviser role.
• Strong interest in helping clients plan finances.
• Excellent communication and relationship skills.
• Professional, empathetic, client-focused approach.
• Willingness to learn and work in a collaborative team.

Responsibilities

• Progress into an advisory role with full training and support.
• Work with qualified leads and existing clients provided.
• Collaborate with paraplanning and administrative support.

Skills

Ambition for advisory

Interest in financial advice

Communication skills

Relationship building

Client-focused

Empathy

Team collaboration

Education

Level 4 Diploma in Financial Planning

Job description

CAP Resourcing LTD in Taunton is seeking a Level 4 Diploma holder ready to advance into a Financial Adviser role. The firm offers full training, ongoing support, and a clear pathway into financial advice, with qualified leads and existing clients provided, so you won’t need to bring your own client bank.

You’ll join a friendly, collaborative team in modern offices in Taunton, where clients come first and ongoing professional development is supported.