Trainee Financial Advisor

Financial Divisions; Hampton; On-site; GBP 35,000 - 40,000; Full time

Job summary

A boutique wealth management practice in Hampton is seeking a Trainee Financial Advisor/Administrator to support client administration and ensure exceptional service delivery. The role involves managing operations, liaising with providers, and directly assisting the firm's Director. The ideal candidate will be confident and proactive, with a passion for improving systems and contributing to a close-knit team environment. This full-time position offers a competitive salary, working five days a week in an office-based setting.

Qualifications

• Experienced IFA Administrator with a passion for client service.
• Confident, proactive, and personable.
• Ability to manage client administration and improve systems.

Responsibilities

• Manage day-to-day client administration.
• Liaise with providers for smooth operations.
• Support the firm's Director directly.

Job description

Trainee Financial Advisor / Administrator – Boutique Wealth Management Practice

Location: Hampton, Middlesex (office-based)

Salary: £35,000 – £40,000 per annum (depending on experience)

Hours: Full-time, 5 days per week

Are you an experienced IFA Administrator who takes pride in running a smooth, well‑organised operation — and loves being at the heart of a small, client‑focused team? This is an exciting opportunity to join a highly regarded, independent wealth management practice based in Hampton. You’ll work directly with the firm’s Director, supporting him as his right hand and ensuring clients receive a first‑class service at every stage of their financial planning journey. If you enjoy variety, take ownership of your work, and thrive in a close‑knit environment where your contribution really matters, this could be the perfect next step.

The Opportunity

You’ll be the operational backbone of the business — managing all aspects of client administration, liaising with providers, and keeping everything running seamlessly behind the scenes. This role suits someone confident, proactive, and personable — an administrator who enjoys improving systems, taking initiative, and ensuring the adviser can focus fully on clients.

Key Responsibilities

• Manage day‑to‑day client administrat...