Trainee Financial Adviser - London

Blakemore Recruitment; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning practice in London is seeking a Trainee Financial Adviser to join their dynamic team. This role involves supporting Sales Managers, developing expertise in wealth management, and working towards Chartered Financial Adviser status with training and mentorship. Ideal candidates will hold a Level 4 Diploma in Regulated Financial Advice and possess strong communication and organizational skills to thrive in a fast-paced environment.

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Advice required.
• Experience in Private Independent Wealth Management is advantageous.
• Must be ambitious and goal-oriented.

Responsibilities

• Support Sales Managers and Advisers within a high-performing team.
• Develop knowledge of the Financial Services industry through training.
• Achieve regulatory approval per FCA requirements.

Skills

Communication

Interpersonal skills

Organizational skills

Time management

Self-driven development

Education

Level 4 Diploma in Regulated Financial Advice

Tools

MS Office

Excel

Outlook

Job description

Social network you want to login/join with:

Trainee Financial Adviser - London, London

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1c42e8867b85

Job Views:

19

Posted:

18.06.2025

Expiry Date:

02.08.2025

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Job Description:

We are currently recruiting for a National Financial Planning practice in London that is looking for a Trainee Adviser to join their team.

You should hold a minimum Level 4 Diploma in Regulated Financial Advice and have the long-term ambition to become a Chartered Financial Adviser. The training period lasts approximately 6-12 months, depending on qualifications, skills, and development speed.

As a Trainee Adviser, you will support Sales Managers and Advisers, working within a high-performing team. You will be supported by a dedicated mentor and peers during your structured training plan.

Your role includes:

• Supporting the business needs and understanding the company structure;
• Developing your knowledge of the Financial Services industry through seminars, workshops, and briefings;
• Building effective relationships with teams and third-party providers;
• Achieving regulatory approval per FCA and company requirements, undertaking CPD activities, and maintaining a Statement of Professional Standing;
• Undertaking regulated activities under supervision after approval;
• Completing the Adviser Sales Academy to enhance advisory skills;
• Potentially meeting commercial targets;
• Passing formal assessments after a minimum 6-month training period to progress into an Adviser role and work towards Regulatory Competent Adviser Status (CAS).

Knowledge, Skills, and Experience required:

• Experience in Private Independent Wealth Management;
• Ambitious and goal-oriented attitude;
• Flexible approach to work in changing environments;
• Ability to work independently with high motivation;
• Excellent communication and interpersonal skills;
• Strong organizational and time management skills;
• Self-driven development and study capabilities;
• Ability to explain complex information clearly;
• Discretion and confidentiality awareness;
• Experience working to targeted service standards;
• Proficiency in MS Office, Outlook, Excel, and back-office systems;
• A full driving license is advantageous for client visits.