Trainee Financial Adviser – Clients, Leads & Full Training Provided, Central London, £50,000+ bonus

Financial Divisions; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading Chartered Financial Planning firm in Central London is seeking a Trainee Financial Adviser. This role provides an opportunity to transition from Paraplanning into financial advice, with comprehensive training and exposure to HNW and UHNW clients. You will manage client relationships and work across various financial areas including pensions and investments. The position offers a £50,000 salary plus bonus, with a hybrid working model and excellent career progression opportunities.

Qualifications

• Background in Paraplanning (c. 18 months+).
• Strong client communication skills are essential.
• Ambition to become an Adviser must be clear.

Responsibilities

• Attend and lead client meetings with support.
• Receive structured adviser training.
• Progress into managing a client bank.
• Work across pensions, investments, tax, and estate planning.

Skills

Strong client communication skills

Clear ambition to become an Adviser

Education

Studying towards Level 4 Diploma

Job description

Trainee Financial Adviser – Clients, Leads & Full Training Provided

Central London

£50,000 + bonus | Career-defining opportunity

Move from Paraplanning into Financial Advice with clients, leads, and full support.

This award-winning Chartered Financial Planning firm is seeking a Trainee Financial Adviser to join its growing team after a record year of performance.

You’ll work with HNW and UHNW clients, receiving structured on-the-job training, study support, and direct exposure to client relationships from the outset.

The Role

• Attend and lead client meetings (with support)
• Receive structured adviser training
• Progress into managing a client bank
• Work across pensions, investments, tax, and estate planning

Candidate Profile

• Background in Paraplanning (c. 18 months+)
• Studying towards Level 4 Diploma
• Strong client communication skills
• Clear ambition to become an Adviser

Package

• £50,000 basic + bonus
• Clients and leads provided
• Hybrid working model
• Outstanding long-term progression

Please send your CV or contact us for a confidential discussion.