Trainee Financial Adviser

Recruit UK; Taunton; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A financial services firm in Taunton is seeking a Trainee Financial Planner. You will receive mentorship, a competitive salary of GBP45,000 - GBP60,000, and the opportunity to inherit clients. Ideal candidates are paraplanners or associates with 1-2 years of experience and a Level 4 Diploma. Join a supportive team that allows you to grow your skills and client relationships while the firm handles operations and compliance.

Benefits

Uncapped bonuses

Immediate client bank

Pension

Life cover

Income protection

Critical illness cover

Private medical insurance

Employee assistance program

Qualifications

• 1-2 years' experience in advice or 2+ years in a paraplanning role.

Responsibilities

• Move from support into client-facing responsibility.
• Grow skills and client relationships.
• Handle operational and compliance tasks with firm support.

Skills

Solid technical knowledge across pensions

Investments knowledge

Holistic planning

Professionalism

Interpersonal skills

Motivated to build long-term relationships

Education

Part-qualified or qualified (Level 4 Diploma)

Job description

Job Title: Financial Adviser - Trainee Financial Planner

Location: Taunton

Salary: GBP45,000 - GBP60,000 + uncapped bonus

Client bank provided

Reference: 9912

Are you a paraplanner or associate financial planner ready to take the next step into an advice role? Our well-established Taunton IFA firm is looking for ambitious talent to move from support into client-facing responsibility, with a ready-made client bank from day one.

This is your chance to develop your career fast, backed by a supportive team and strong infrastructure. Focus on growing your skills and client relationships while the firm handles the operational and compliance side.

What you'll get

• Competitive salary (GBP45,000 - GBP60,000) + uncapped bonus
• Immediate client bank with high recurring revenue
• Mentorship and structured training to support your step up
• Opportunity to inherit further clients over time
• Full benefits: pension, life cover, income protection, critical illness, PMI, EAP
• Hybrid working arrangements & full back-office support

Who we want

• Part-qualified or qualified (Level 4 Diploma) paraplanners or associates
• 1-2 years' experience in advice or 2+ in a paraplanning role
• Solid technical knowledge across pensions, investments, and holistic planning
• Professional, personable, and motivated to build long-term client relationships

This is your pathway to becoming a fully-fledged adviser, with the security of an existing client base and the freedom to grow your own portfolio. Apply today to find out more!