Trainee Financial Advisor

Search Consultancy LTD; West Kirby; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Study support

Structured training programme

Clear progression pathway to Financial

Mentorship from experienced Financials

Hands-on experience in wealth mgmt

Friendly office environment

25 days holiday + bank holidays

Pension scheme

Cycle to work

Job summary

Search Consultancy LTD is recruiting for a Trainee Financial Advisor in Liverpool City Centre. You will work with experienced Financial Planners and support teams while developing the knowledge and practical skills to advise clients on their financial futures.

The role offers exposure to pensions, investments, protection and retirement planning, with ongoing training, industry qualifications support and a clear pathway to becoming a qualified advisor.

Qualifications

• Currently studying towards Level 4 Diploma in Financial Planning.
• Experience in financial services or related roles welcome.
• Graduates in Finance, Economics or Business welcome.

Responsibilities

• Support experienced Financial Planners and their teams while developing knowledge to advise clients.
• Exposure to pensions, investments, protection and retirement planning.
• Develop practical skills for a client-facing advisory career.

Skills

Communication skills

Relationship-building

Customer-focused mindset

Interest in financial planning

Willingness to learn

Education

Level 4 Diploma in Financial Planning

Job description

Trainee Financial Advisor

• Liverpool City Centre
• Monday to Friday, 9am - 5pm
• Competitive salary + study support + excellent progression opportunities
• Clear pathway to becoming a Financial Planner

Are you currently studying towards your Level 4 Diploma in Financial Planning and looking for your first opportunity within financial advice?

Or perhaps you're already working within financial services and are looking for a route into a client-facing financial planning career?

This is an exciting opportunity to join a highly regarded Wealth Management firm that is committed to developing the next generation of Financial Advisors. Successful applicants will receive ongoing training, professional qualifications support and mentorship from experienced Financial Planners, with a structured pathway towards becoming a qualified advisor.

About the Role

As a Trainee Financial Advisor, you will work closely with experienced Financial Planners and support teams while developing the technical knowledge and practical skills required to advise clients on their financial futures.

The role offers exposure to all aspects of the financial planning process, including pensions, investments, protection and retirement planning.

This is a varied, rewarding and highly developmental role, offering the opportunity to build a long-term career within a respected and growing profession.

Experience and Qualifications

We welcome applications from candidates who are passionate about developing a career within financial planning, including:

• Individuals currently studying towards the Level 4 Diploma in Financial Planning.
• Candidates with experience within financial services, including banking, mortgages, insurance, wealth management, financial administration or paraplanning.
• Graduates with degrees in Finance, Economics, Business, Wealth Management or related disciplines.
• Individuals from customer-focused or professional service backgrounds who are committed to pursuing a career in financial advice.
• Those with excellent communication and relationship-building skills.
• Candidates with a genuine interest in personal finance, investments and wealth management.

The Benefits of This Role Include:

• Competitive basic salary.
• Full study support towards industry-recognised qualifications.
• Structured training and development programme.
• Clear progression pathway to Financial Planner/Financial Advisor.
• Mentorship from experienced industry professionals.
• Opportunity to gain hands‑on experience within a respected wealth management firm.
• Friendly and supportive office environment.
• Regular team and company events.
• 25 days holiday plus bank holidays.
• Pension scheme.
• Cycle to work scheme.
• Excellent long‑term career prospects within a growing organisation.

If you are looking for an opportunity to take the next step towards a career in financial planning and would like to join a business that is genuinely invested in your development, we'd love to hear from you.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.