Trainee Financial Advisor

CAP Resourcing LTD; Taunton; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Bonus & Commission

Training & support

Leads provided

No client bank required

Paraplanning support

Career progression

Modern Taunton offices

Job summary

CAP Resourcing LTD in Taunton is partnering with an award-winning financial planning firm to recruit a Level 4 Diploma qualified individual keen to develop into a financial adviser.

The role includes full training, ongoing support and a clear pathway into advisory work, with qualified leads and an established client base. No need to bring your own clients; paraplanning and admin support are provided.

Qualifications

• Level 4 Diploma required.
• Ambition to move into a Financial Adviser role.
• Strong communication and relationship-building skills.
• Willingness to learn and work in a supportive team.

Responsibilities

• Receive full training and support to develop into an adviser.
• Join a firm with an established client base and leads provided.
• Collaborate with a supportive team including paraplanning and admin.

Skills

Communication skills

Relationship building

Team collaboration

Willingness to learn

Education

Level 4 Diploma (DipPFS, DipFA or equivalent)

Job description

Trainee Financial Adviser

Taunton, Somerset | Competitive Salary (DOE) + Bonus & Commission

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

• Level 4 Diploma qualified (DipPFS, DipFA or equivalent).
• 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.

We'd love to hear from you.