Trainee Financial Adviser - Chelmsford

Blakemore Recruitment; Chelmsford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial planning practice in Chelmsford is looking for a Trainee Financial Adviser. This role is ideal for someone keen to start their career in financial advice, providing training while pursuing CII qualifications. Candidates should hold a Level 4 Diploma and be ready to assist with delivering financial plans and advice to clients. This position offers significant exposure to the financial services sector.

Qualifications

• Recently qualified or seeking to enter financial advice.
• Willingness to learn and pursue CII qualifications.

Responsibilities

• Learn all aspects of the firm’s financial planning services.
• Gain experience in transactional work and assist with financial advice.
• Maintain client relationships and compliance standards.

Education

Level 4 Diploma

Job description

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Trainee Financial Adviser - Chelmsford, Chelmsford

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Client:

Blakemore Recruitment

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1a37f8e209d4

Job Views:

63

Posted:

31.07.2025

Expiry Date:

14.09.2025

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Job Description:

We are currently recruiting for a financial planning practice that is looking for a recently qualified Trainee/Junior IFA to join their team. The ideal candidate will be someone seeking their first step into Financial Advice. You will need to already have the Level 4 Diploma. All training will be provided.

Job Purpose

As a Trainee Financial Planner, you will assist in providing financial plans and advice to prospective and existing private clients while studying towards the CII qualifications.

Job Role

• Learn all aspects of the firm’s financial planning services.
• Gain experience in transactional work and assisting in the provision and implementation of private client financial advice to meet activity targets.
• Assist in delivering independent financial plans and advice to clients, ensuring compliance with internal and regulatory standards through effective communication, workflow management, and record-keeping.
• Develop technical and market knowledge to support Private Client Financial Planners.
• Maintain CPD requirements as per the T&C handbook.
• Record and maintain information on Adviser Office to track work and keep records up-to-date.
• Communicate with the Financial Planning Team regarding issues or findings.
• Apply technical knowledge gained from studies and experience.
• Gain awareness of the services provided by the business.
• Maintain professional relationships with clients.