Trainee Financial Advisor

JR United Kingdom; Watford; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

A leading wealth planning firm is seeking a Trainee Financial Advisor to join their Watford team. This role offers a unique opportunity for growth, allowing you to shadow experienced professionals while working towards becoming a fully qualified advisor. Ideal for ambitious individuals ready to take their first steps into the financial planning industry, with support and training provided.

Benefits

Study Support

Bonuses

Qualifications

• Ideally have Level 4 Diploma in Regulated Financial Planning or be close to qualifying.
• Strong interpersonal and relationship-building skills.
• Eager to learn about financial products and regulations.

Responsibilities

• Shadow experienced advisors to support the advice process.
• Build strong client relationships to understand their needs.
• Assist in preparing suitability reports and investment recommendations.

Skills

Ambition

Client Relationship Management

Financial Planning Knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Social network you want to login/join with:

Trainee Financial Advisor, Watford, Hertfordshire

Client:

Financial Divisions

Location:

Watford, Hertfordshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

Job Description:

Offices near Hemel Hempstead (Hertfordshire)

Hybrid working offered

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, offering 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. The advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning.

They also have mortgage/protection advisers in-house who handle more transactional advice but generate many internal referrals. They have longstanding relationships stretching back many years.

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

You will:

• 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

If this role interests you or if you're interested in other roles I am working on, please get in touch - [emailprotected]