Trainee Financial Advisor

JR United Kingdom; Hitchin; On-site; GBP 30,000 - 45,000; Full time

Job summary

An established industry player is seeking a Trainee Financial Advisor to embark on a rewarding career in financial planning. This role offers a unique opportunity to shadow seasoned professionals while gaining invaluable insights into financial products and regulations. With a hybrid working model, you will engage with clients, understand their financial aspirations, and assist in preparing tailored advice. This position is perfect for ambitious individuals looking to make a meaningful impact in the financial sector. Join a firm that values growth and client relationships, and take the first step towards becoming a qualified Financial Advisor.

Benefits

Study Support

Bonuses

Qualifications

• Ideally hold a Level 4 Diploma or nearing qualification.
• Strong understanding of financial products and regulations.

Responsibilities

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

Skills

Financial Planning Knowledge

Client Relationship Management

Report Preparation

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Job Opportunity: Trainee Financial Advisor

Location: Offices near Hemel Hempstead (Hertfordshire)

Work Arrangement: Hybrid working offered

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

About the Role

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 seeking 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.

About the Company

Our client is a wealth planning firm with offices in Hitchin, providing financial advice to HNW retirees, accumulators, local families, and SME owners across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. They manage the affairs of over 500 clients, with assets ranging from £100k to over £1m. Their advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning.

Additionally, they have in-house mortgage and protection advisers who handle transactional advice and generate internal referrals. The firm has longstanding client relationships spanning many years.

Candidate Requirements

Ideally, you will hold a Level 4 Diploma in Regulated Financial Planning or be one or two papers away from qualifying.

Key Responsibilities

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

Interested?

If this role interests you or if you want to learn about other opportunities I am working on, please get in touch at [email protected]