Trainee Financial Advisor

Financial Divisions; Hitchin; On-site; GBP 30,000 - 45,000; Full time

Job summary

An established industry player is seeking a Trainee Financial Advisor to join their dynamic team in Hitchin. This role offers a unique opportunity to learn from seasoned professionals in financial planning, focusing on helping clients secure their financial futures. You will gain hands-on experience in managing client portfolios, preparing reports, and understanding financial products and regulations. With a commitment to ethical practices and client satisfaction, this firm supports your journey towards becoming a fully qualified Financial Advisor. If you're ambitious and eager to make a difference in people's lives, this is the perfect starting point for your career.

Benefits

Study Support

Bonuses

Qualifications

• Passion for financial planning and helping clients secure their future.
• Ideally hold a Level 4 Diploma or nearing qualification.

Responsibilities

• Shadow experienced advisors and support the advice process.
• Build strong relationships with clients and understand their goals.
• Assist in preparing suitability reports and investment recommendations.

Skills

Financial Planning

Client Relationship Management

Investment Knowledge

Tax Planning

Education

Level 4 Diploma in Regulated Financial Planning

1 or 2 papers away from qualifying

Job description

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This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Salary: Up to £45,000 (DOE) & Study Support & Bonuses

Are you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning?

We’re looking for an ambitious and driven Trainee Financial Advisor to join our client's growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor.

My client is a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families, and SME owners based across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. In their current setup, they manage the affairs of 500+ clients with assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning.

You will ideally be Level 4 Diploma in Regulated Financial Planning or 1 or 2 papers away from qualifying.

Your Responsibilities:

1. Shadow experienced advisors and support the advice process from start to finish.
2. Build strong relationships with clients, understanding their needs and goals.
3. Assist in preparing suitability reports, client reviews, and investment recommendations.
4. Learn how to manage and grow a client portfolio ethically and compliantly.

If this role sounds of interest or any other roles I am working on please get in touch - [e-mail]

Seniority level

Associate

Employment type

Full-time

Job function

Finance and Sales