Trainee Financial Advisor

Rayment Recruitment; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Death in service

Group income protection

Employer sponsored pension scheme

Performance-based bonus of 20%

Job summary

An independent wealth management firm in Central London is offering an exceptional opportunity for a Trainee Independent Financial Advisor. This role includes becoming a qualified IFA, working closely with clients, and benefiting from comprehensive training and support. The firm values teamwork and career growth, making it a great environment for aspiring financial advisors. Candidates should have at least 4 years in financial services and strong communication skills. The position offers competitive salary and performance-based bonuses.

Qualifications

• Minimum 4 years in financial services.
• At least 2 years working alongside an IFA/Paraplanner.
• Ideal Diploma qualification.

Responsibilities

• Support advisers with clients/leads.
• Undertake research and prepare suitability reports.
• Create financial plans and client reviews.
• Engage with clients to understand their goals.

Skills

Strong product knowledge

Excellent communication skills

Interpersonal skills

Client-focused mindset

Analytical skills

Detail-oriented

Positive attitude

Adaptability

Education

Diploma qualified

Job description

An exceptional and rare opportunity is available for a qualified administrator or paraplanner to progress their carer as a Trainee Independent Financial Advisor, with an established, reputable wealth manager based in the heart of the city, who will provide full training, CAS, and a full book of clients.

Office Location: Central London, EC2 / Hybrid office, and home - 3/5 in the office

About the Role: Trainee IFA

It is seeking a motivated and personable Trainee Independent Financial Advisor to join its growing team. This is an exciting opportunity for someone who is passionate about financial planning, client service, and professional development. You will start as a paraplanner and progress to a fully qualified IFA with our support.

Firm Culture: Trainee IFA

A small, city-based firm with a family-style environment where everyone knows each other and works collaboratively. Its office is a mix of personalities, creating a friendly and supportive atmosphere that values individuality and teamwork.

It believes in mentoring and development, so you’ll have hands-on guidance as you progress from paraplanner to Independent Financial Advisor. It also committed to diversity and inclusion, and we’re looking to expand the advising team with a trainee to bring fresh perspectives and balance.

If you want to work in a place where you’re more than just a number, where your ideas matter, and where your career growth is genuinely supported, this is the role for you.

Industry Experience: Minimum 4 years in financial services, with at least 2 years working alongside an IFA/Paraplanner or in a similar role

Why Join?

• A well-established business operating since 2003 which is directly authorised by the FCA and fully independent.
• Across our team of independent Financial Advisers, we bring together significantly more than 100 years of combined financial planning experience.
• Clear career progression path from paraplanner through to IFA
• Collaborative, client-centric culture
• Competitive salary, bonus, and benefits

Trainee IFA - Key Responsibilities:

• Initially supporting advisers who wish to pass on their clients/leads, you will undertake research, prepare suitability reports, create financial plans and client reviews.
• Engage with clients to understand their goals and build strong relationships
• Working towards becoming a qualified IFA and managing your own / passed over client bank.

Trainee IFA - Qualifications:

• Ideally Diploma qualified
• Skills & Attributes:
• Strong product knowledge and willingness to learn
• Excellent communication and interpersonal skills
• Client-focused mindset with high ethical standards
• Analytical and detail-oriented approach
• Positive ‘can do’ attitude and adaptability

Trainee IFA - Salary & Benefits:

• Performance-based bonus of 20% over validation
• Benefits: Death in service, Group income protection, Employer sponsored pension scheme.