Trainee Financial Advisor

CAP Resourcing LTD; Taunton; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Full training and support to develop

Leads provided and client base

No need to bring a client bank

Paraplanning and admin support

Ongoing professional development

Modern offices in Taunton

Job summary

CAP Resourcing LTD in Taunton is seeking a Level 4 Diploma holder ready to advance into a Financial Adviser role. The firm offers full training, ongoing support, and a clear pathway into financial advice, with qualified leads and existing clients provided, so you won’t need to bring your own client bank.

You’ll join a friendly, collaborative team in modern offices in Taunton, where clients come first and ongoing professional development is supported.

Qualifications

• Ambition to move into a Financial Adviser role.
• Strong interest in helping clients plan finances.
• Excellent communication and relationship skills.
• Professional, empathetic, client-focused approach.
• Willingness to learn and work in a collaborative team.

Responsibilities

• Progress into an advisory role with full training and support.
• Work with qualified leads and existing clients provided.
• Collaborate with paraplanning and administrative support.

Skills

Ambition for advisory

Interest in financial advice

Communication skills

Relationship building

Client-focused

Empathy

Team collaboration

Education

Level 4 Diploma in Financial Planning

Job description

Level 4 qualified and ready to take the next step into financial advice?

We're partnering with an award-winning financial planning firm looking for a Level 4 Diploma qualified individual who is keen to develop their career and move into an advisory role.

This is a fantastic opportunity to put your qualifications into practice, with full training, ongoing support and a clear pathway into financial advice. You'll be joining a firm that genuinely puts its clients first, with an established client base and qualified leads provided, so there's no need to bring your own clients or adopt a hard selling approach.

What's in It for You?

• Competitive basic salary, dependent on experience
• Bonus and commission potential
• Full training and support to develop into an advisory role
• Qualified leads and existing clients provided
• No requirement to generate your own business or bring a client bank
• Dedicated paraplanning and administrative support
• Ongoing professional development and clear career progression
• Friendly, collaborative team and modern offices in Taunton

What We're Looking For

• A genuine ambition to move into a Financial Adviser role and build a long-term career in advice.
• A strong interest in helping people make informed decisions about their financial future.
• Excellent communication and relationship building skills.
• A professional, empathetic and client focused approach.
• A willingness to learn, develop and work collaboratively as part of a supportive team.

If you've achieved your Level 4 Diploma and are looking for the right opportunity to take that next step, this could be the ideal move. Join a firm where clients come first, relationships matter and you'll be supported to become the adviser you want to be.