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- Tasks: Support Advisers with admin tasks and learn the financial advice process.
- Company: Join a respected, family-run financial planning company focused on client-first service.
- Benefits: Earn £27,000 - £31,000 with bonuses, hybrid working, and free on-site parking.
- Why this job: Gain qualifications and mentorship in a relaxed, professional environment with clear career progression.
- Qualifications: Experience in regulated Financial Services is desirable; organised and confident candidates preferred.
- Other info: This role offers a structured pathway into financial advice with client opportunities.
The predicted salary is between 27000 - 31000 £ per year.
Job Description
Interested in becoming a Financial Adviser?
Keen to join a company that will support you with exams and offer defined progression?
We’re working with a highly respected, family-run financial planning company who pride themselves on delivering a personal, client-first service.
They have an exciting opportunity for an aspiring Financial Adviser to join their team, initially focusing on providing support to Advisers.
You’ll join a close-knit team, working closely with the Director to learn the business inside-out. Over a 3-year period, they will support you to gain qualifications, whilst providing compressive training on all aspects of the advice process, giving you a ready-made foundation for a successful advisory career.
What’s on offer:
- Salary of £27,000 – £31,000 bonus and clear earning progression
- Support for the Level 4 Diploma in Regulated Financial Planning
- Clear route from administration to full client-facing financial advice
- A professional but relaxed environment, far removed from a typical corporate structure
- Mentorship from the Director
- Free on-site parking and hybrid working once established
Responsibilities:
- Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records
- Assist with gathering and analysing client information to support the preparation of financial plans
- Attend client meetings alongside advisers to observe and learn the advice process
- Liaise with product providers to obtain policy information, valuations, and illustrations
- Ensure all compliance requirements and internal procedures are followed at every stage of the advice process
- Support with the preparation of suitability reports and investment reviews under supervision
- Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills
- Gradually increase client-facing responsibilities, moving towards full advisory duties over a 3 year period
About you:
- Experience working in regulated Financial Services role (desirable)
- Progress towards industry exams (desirable)
- Organised, professional, and confident in client-facing situations
- Looking for a long-term career in financial advice with a clear development pathway
- Comfortable working in-office most of the week, with some flexibility available
This is a golden opportunity to join a growing, values-led company offering a structured and supported route into financial advice with opportunity to take on clients.
If the above role aligns with your career aspirations, apply now!
Trainee Financial Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, services, and client approach. This will not only help you tailor your responses but also show your genuine interest in becoming part of their team.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and the role itself, which can help you prepare better for your discussions.
✨Tip Number 3
Prepare thoughtful questions to ask during your interview. Inquire about the mentorship process, training opportunities, and how success is measured in the role. This demonstrates your eagerness to learn and grow within the company.
✨Tip Number 4
Showcase any relevant experience or skills that align with the responsibilities listed in the job description. Even if your background isn't directly in financial services, highlight transferable skills such as organisation, communication, and analytical abilities.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience in financial services, even if it's minimal. Emphasise skills like organisation, professionalism, and any client-facing roles you've had.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you want to become a Financial Adviser and how the company's values align with your career aspirations.
Highlight Your Commitment to Learning: Since this role involves gaining qualifications, express your eagerness to learn and develop. Mention any steps you've already taken towards industry exams or relevant training.
Showcase Your Soft Skills: In your application, highlight soft skills such as communication, teamwork, and adaptability. These are crucial for a client-facing role and will demonstrate your suitability for the position.
How to prepare for a job interview at Recruit UK
✨Research the Company
Before your interview, take some time to learn about the financial planning company. Understand their values, services, and client approach. This will not only help you answer questions more effectively but also show your genuine interest in joining their team.
✨Prepare for Common Questions
Anticipate questions related to your motivation for becoming a Financial Adviser and your understanding of the role. Be ready to discuss your organisational skills and any relevant experience, even if it's from previous jobs or internships.
✨Show Enthusiasm for Learning
Since this role involves training and mentorship, express your eagerness to learn and grow within the company. Highlight your commitment to obtaining the Level 4 Diploma and how you plan to develop your skills over the next three years.
✨Demonstrate Client-Facing Skills
As the role requires interaction with clients, be prepared to showcase your communication skills. Share examples of past experiences where you've successfully engaged with clients or worked in a team, emphasising your professionalism and confidence.
