Trainee Financial Adviser – Structured Training & Growth

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

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.