Paraplanner to Trainee Financial Adviser - Central London - £65k plus...

Financial Divisions; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in Private Client Wealth Management is seeking a Trainee Financial Adviser to take over clients from a retiring adviser. This unique opportunity offers a supportive environment where you will gain practical experience and mentorship from a top-performing adviser. If you are passionate about financial advising and eager to learn, this role is perfect for you. Join a team that values holistic financial planning and client service, and embark on a rewarding career path in a thriving sector.

Benefits

Competitive bonus

Excellent benefits package

Qualifications

• Ideal candidate will be Diploma qualified and possess their CAS.
• Passionate about building a long-term career in financial advising.

Responsibilities

• Work closely with an inspirational adviser, gaining practical experience.
• Take over a significant portion of clients from retiring adviser.

Skills

Diploma in Financial Advice

Client Service Skills

Communication Skills

Education

Diploma in Financial Planning

Job description

Job Description

Paraplanner to Trainee Financial Adviser to take over retiring Advisers clients

Competitive bonus and excellent benefits package

Our client is one of the leading names in Private Client Wealth Management in the UK, celebrating over 10 years of successful collaboration. They are known for providing non-jargon, holistic financial planning advice and have received multiple awards within their sector.

They are seeking to fill a unique opportunity for someone starting their career as a Trainee Financial Adviser. The current top-performing Financial Adviser is planning to retire and wishes to mentor a successor to gradually take over a significant portion of their client base. The ideal candidate will be Diploma qualified and possess their CAS.

As a Trainee Financial Adviser, you will work closely with an inspirational and entrepreneurial adviser, gaining practical experience and training in a supportive, team-oriented environment. This role is perfect for someone passionate about building a long-term career in financial advising, eager to learn, and committed to client service.

If you are interested, please send your details as interviews are scheduled over the coming weeks.

Contact: John Whitehead at Financial Divisions