Trainee Financial Adviser

GCB Recruitment; Norwich; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Structured training programme

Career progression opportunities

Office‑based role

Job summary

GCB Recruitment invites applications for a Trainee Financial Adviser role in St Ives. You will support experienced Advisers and engage in a structured training programme to develop the qualifications and knowledge needed to progress into advisory work.

The position is office‑based with full training, strong progression potential, and exposure to client wealth management processes as you build your professional career in financial planning.

Qualifications

• Educated to A‑Level standard or equivalent with GCSE English/Maths at grade C/4 or above.
• Strong analytical, problem‑solving and organisational skills.
• Excellent written and verbal communication skills; attention to detail and time management.

Responsibilities

• Provide administrative support to a team of Financial Advisers.
• Manage client appointments, schedules and paperwork.
• Build and maintain relationships with clients, colleagues and providers.
• Prepare client meeting packs and documentation including valuations information.
• Liaise with product providers and external organisations by phone, email and online systems.
• Prepare and maintain client financial plans using IO and PFP software.
• Develop understanding of cashflow modelling and financial planning recommendations.
• Complete and audit portfolio reviews, new business submissions and post‑sale tasks.
• Ensure client records comply with regulatory and company standards.
• Support introduction of new products, systems and processes.
• Work towards professional qualifications to become a Financial Adviser.

Skills

Analytical ability

Organisational skills

Verbal and written communication

Time management

Independent and collaborative work

Education

A‑Levels or equivalent

GCSE English & Maths grade 4/C or above

Tools

Microsoft Office (Word, Excel, PowerPoint)

Intelligent Office (IO)

CRM systems

Job description

| Trainee Financial Adviser | Financial Planning | £24,000–£30,000 | Full Training Offered | Office-Based |

Looking to build a career in financial services and train to become a qualified Financial Adviser?

We're recruiting for a Trainee Adviser to join an established financial planning team in St Ives, supporting experienced Financial Advisers while developing the technical knowledge and professional qualifications needed to progress into an advisory role.

This is an excellent opportunity for an ambitious and motivated individual with strong organisational skills, a keen interest in financial planning, and a willingness to learn. You'll benefit from a structured development programme, hands‑on experience and the opportunity to build a long‑term career within the financial services industry.

The Role

As a Trainee Adviser, you will:

• Provide administrative and operational support to a team of Financial Advisers
• Manage client appointments, schedules and paperwork
• Build and maintain strong relationships with clients, colleagues and third‑party providers
• Prepare client meeting packs and documentation, including requesting valuations and policy information
• Liaise with product providers and external organisations by telephone, email and online systems
• Prepare and maintain client financial plans using Intelligent Office (IO) and PFP software
• Develop an understanding of cashflow modelling and financial planning recommendations
• Complete and audit portfolio reviews, new business submissions and post‑sale tasks
• Ensure client records, documentation and processes meet regulatory and compliance requirements
• Monitor workflows and identify where advisers require additional support
• Prioritise competing tasks to ensure client and adviser requirements are met efficiently
• Support the introduction of new products, systems and processes
• Work towards professional qualifications and develop the knowledge required to become a qualified Financial Adviser

Trainee Adviser Requirements:

Essential:

• Educated to A‑Level standard or equivalent
• GCSE English and Maths at Grade C/4 or above, or equivalent
• Strong analytical, problem‑solving and organisational skills
• Excellent written and verbal communication skills
• High attention to detail and effective time‑management abilities
• Confidence using Microsoft Office, including Word, Excel and PowerPoint
• A professional approach to building relationships with clients and colleagues
• Ability to work independently and collaboratively within a team
• A positive attitude, willingness to learn and commitment to professional development
• A genuine interest in financial planning, wealth management and financial services

Desirable:

• A degree in Business, Finance, Economics, Law or a related subject
• Previous experience in administration, customer service, financial services or a professional services environment
• Experience using Intelligent Office or similar CRM systems
• An understanding of financial planning, wealth management and industry regulations
• Progress towards, or an interest in studying for, the CII Diploma in Regulated Financial Planning

What's on Offer?

• £24,000–£30,000 salary, depending on experience
• Full‑time, office‑based position in St Ives
• Structured training and development programme
• Opportunity to work alongside experienced Financial Advisers
• Support towards gaining professional financial planning qualifications
• Hands‑on exposure to financial planning, wealth management and client advisory processes
• Long‑term career progression towards becoming a qualified Financial Adviser
• Supportive team environment with opportunities for ongoing learning and development