Trainee Financial Advisor - Norwich

TN United Kingdom; Norwich; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is offering a fantastic opportunity for individuals looking to launch their careers in finance. The Trainee Financial Advisor role provides a structured pathway to becoming a successful independent adviser, starting with hands-on experience as a support administrator. You'll learn about financial products, investment strategies, and client management while working alongside seasoned professionals. This role not only prepares you for the qualifications needed for advisory roles but also offers a supportive environment to grow your skills. If you're passionate about finance and eager to make a difference, this is the perfect chance to kickstart your career!

Benefits

Bonus Structure

Flexible working hours

Work from home options

Qualifications

• Knowledge of financial products and investment strategies is essential.
• Experience in client relationship management is a plus.

Responsibilities

• Make appointments with clients and prospective clients.
• Research on investment systems and prepare client reviews.
• Conduct administrative and compliance duties.

Skills

Microsoft Office knowledge

Strong written communication skills

Strong verbal communication skills

Organisational skills

Planning skills

Financial market knowledge

Experience in a similar environment

Education

University degree in Business

University degree in Finance

Job description

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Trainee Financial Advisor - Norwich, Norwich

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Client:

GCB

Location:

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

2b54cc429f3d

Job Views:

11

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?

This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role.

Join our clients and take the first step towards a rewarding career in financial advice!

Salary package on offer for the role of Trainee Financial Advisor:

• Bonus Structure

Working Hours:

• Monday – Friday
• Office or home-based dependent on location

Requirements for this Trainee Financial Advisor role:

• Microsoft Office knowledge
• Strong written, as well as verbal, communication skills
• Organisational and planning skills
• Financial market and funds knowledge
• Experience in a similar environment
• University degree in Business/ Finance related desirable

Responsibilities of the Trainee Financial Advisor are:

• Making appointments with clients and prospective clients
• Research on the investment systems
• Preparing of client annual review and follow up
• Preparation of analysis of portfolios and funds
• Insurance provider and product research
• Process and procedure updates
• Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports
• (If Applicable) Exam training and schedule