Trainee Financial Advisor

BWD Search & Selection; Guiseley; On-site; GBP 28,000 - 50,000; Full time

Job summary

BWD Search & Selection is recruiting a Trainee Financial Adviser to join its expanding team in the UK. You can start from an administrator or client-facing role with a genuine pathway to become a qualified adviser.

The firm will fund DipFA studies, provide guidance, and support progression into a full advisory role. A competitive salary scale (£28k–£50k) with bonuses and strong career prospects awaits the right candidate.

Qualifications

• Client-facing background and excellent communication skills.
• Ambition to build a career in financial planning.
• Willingness to study towards the Diploma in Financial Planning (DipFA).

Responsibilities

• Support learning toward DipFA and qualify as a Financial Adviser.
• Deliver high-quality client service while progressing through the training pathway.

Skills

Client-facing

Communication

Relationship-building

Ambition

Education

DipFA (Diploma in Financial Planning)

Job description

Whether you’re already working within an IFA or wealth management firm and looking for your first opportunity to become a Financial Adviser, or you have a strong client-facing background, this could be the opportunity for you.

Due to continued growth and an ever-increasing client bank, our client is looking to recruit a Trainee Financial Adviser to join their expanding team. The business has more demand than its existing advisers can support, creating a genuine opportunity for someone who is eager to learn and develop into a successful Financial Adviser.

This is a genuine career pathway where your progression is fully supported, with a clear route to becoming a qualified and competent Financial Adviser with a short and structured time frame.

• If you’re already part-qualified, the firm will fully support you in completing your Diploma in Financial Planning (DipFA).
• If you’re completely new to financial planning but have the right attitude and transferable skills, they’ll support you from day one, funding your studies from start to finish and providing the guidance needed to achieve your professional qualifications.

The business believes attitude, ambition and work ethic are just as important as experience.

This opportunity would suit someone who is:

• Currently working within an IFA or wealth management firm as an Administrator, Client Relationship Manager or Paraplannerand looking for the opportunity to become a Financial Adviser.
• Working in a professional client-facing role (ideally within financial services) with excellent communication and relationship-building skills and a genuine ambition to build a career in financial planning.
• Motivated to study towards, or continue, the Diploma in Financial Planning (DipFA).
• Passionate about delivering excellent client service.
• Eager to build a long-term career with a growing and successful business.

On offer is a competitive salary scale of c£28k to £50k and will be dependent on experience and qualifications, in addition to this the firm will offer additional bonuses and great career prospects.