Trainee Financial Advisor

JR United Kingdom; Leicester; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A respected financial planning firm is seeking a Trainee Independent Financial Adviser. This full-time role offers an excellent opportunity to develop within a professional and supportive culture. Ideal candidates will have a Level 4 qualification and be keen to build a successful career in financial advice. The position includes mentorship from experienced directors and exposure to a diverse client base, with a competitive salary package and opportunities for career progression.

Benefits

Mentorship from experienced directors

Supportive working environment

Access to tailored development programmes

Qualifications

• Strong communication skills to build client relationships.
• Ambitious and eager to develop within the firm.
• Ability to work independently while being client-focused.

Responsibilities

• Join and support clients as a Trainee Independent Financial Adviser.
• Collaborate with experienced directors for mentorship.
• Engage in a variety of financial services with local clients.

Skills

Strong communication skills

Client-focused approach

Ambition and eagerness to develop

Education

Level 4 qualification in financial services

Job description

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Trainee Independent Financial Adviser (IFA)

Location: Flexible – occasional office presence required

Contract: Employed, full-time

I am working with a highly respected and well-established financial planning firm, founded over 30 years ago and part of a leading UK advice network for more than two decades. The business has a healthy number of Advisors, supported by a healthy ratio of back-office staff, and is experiencing significant growth.

This firm has ambitious plans to expand, including integrating smaller businesses into their operation. They have a loyal, predominantly local client base and pride themselves on a professional, inclusive, and supportive culture.

The Role

We are looking for a Level 4 qualified financial services professional to join the team as a Trainee Independent Financial Adviser. This is a fantastic opportunity for someone who has gained the qualification but is looking for the right environment, support, and mentorship to build a long-term career in advice.

Key benefits of the role include:

• Mentorship from very experienced directors
• Backing of a major advice network, offering compliance, marketing, resources, and tailored development programmes
• Exposure to a diverse range of clients
• A collaborative and supportive working environment with clear progression routes

Candidate Profile

• Ambitious, client-focused, and eager to develop
• Strong communication skills with the ability to work independently
• Committed to building a successful career within a growing business

Why This Opportunity Stands Out

• A rare employed trainee adviser role with a competitive salary package
• The best of both worlds – the independence of an IFA with the backing of a major network
• A forward-thinking, expanding business with a strong local reputation