Trainee Financial Adviser - Structured Training Path

Gcb; St. Neots; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Structured training

Office-based role

Career progression

Professional qualifications support

Hands-on experience

Job summary

Gcb in St Ives is recruiting a Trainee Financial Adviser to join an established financial planning team. You will support experienced advisers while developing the technical knowledge and qualifications needed to progress into an advisory role.

The role offers a structured development programme, hands-on experience, and a clear path to becoming a qualified Financial Adviser. This is an office-based, full-time opportunity with training and long-term career progression.

Qualifications

• Educated to A-Level standard or equivalent.
• GCSE English and Maths at Grade C/4 or above, or equivalent.
• Strong analytical, problem-solving and organisational skills.
• Excellent written and verbal communication skills.
• High attention to detail and time-management abilities.
• Confidence using Microsoft Office, including Word, Excel and PowerPoint.
• A professional approach to building relationships with clients and colleagues.
• Ability to work independently and collaboratively within a team.
• A positive attitude, willingness to learn and commitment to professional development.
• A genuine interest in financial planning, wealth management and financial services.
• A degree in Business, Finance, Economics, Law or a related subject.
• Previous experience in administration, customer service, financial services or a professional services environment.
• Experience using Intelligent Office or similar CRM systems.
• An understanding of financial planning, wealth management and industry regulations.
• Progress towards, or an interest in studying for, the CII Diploma in Regulated Financial Planning

Responsibilities

• Provide administrative and operational support to a team of Financial Advisers
• Manage client appointments, schedules and paperwork
• Build and maintain strong relationships with clients, colleagues and third-party providers
• Prepare client meeting packs and documentation, including requesting valuations and policy information
• Liaise with product providers and external organisations by telephone, email and online systems
• Prepare and maintain client financial plans using Intelligent Office (IO) and PFP software
• Develop an understanding of cashflow modelling and financial planning recommendations
• Complete and audit portfolio reviews, new business submissions and post-sale tasks
• Ensure client records, documentation and processes meet regulatory and compliance requirements
• Monitor workflows and identify where advisers require additional support
• Prioritise competing tasks to ensure client and adviser requirements are met efficiently
• Support the introduction of new products, systems and processes
• Work towards professional qualifications and develop the knowledge required to become a qualified Financial Adviser

Skills

Analytical skills

Problem solving

Organisational skills

Communication skills

MS Office

Education

Degree in Business / Finance / Economics / Law

A-Levels

Tools

MS Office

Job description

Gcb in St Ives is recruiting a Trainee Financial Adviser to join an established financial planning team. You will support experienced advisers while developing the technical knowledge and qualifications needed to progress into an advisory role.

The role offers a structured development programme, hands-on experience, and a clear path to becoming a qualified Financial Adviser. This is an office-based, full-time opportunity with training and long-term career progression.