TRAINEE FINANCIAL ADVISER – Central London
C £45,000 + Bonus + Clients provided
The Opportunity
- Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
- Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
- Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
- Average client portfolio of around £800k
- Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers.
- Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser.
- Clients, leads and referrals provided.
About you
- Level 4 Diploma in Regulated Financial Planning.
- Looking to move into a Financial Adviser role.
- Wealth management experience is beneficial but not essential.
- Open to career changers with the right attitude and qualifications.
- Confident, personable and comfortable building relationships with high-net-worth clients.
- Ambitious and looking to build a successful long-term career in financial planning.
Trainee Financial Adviser (Level 4 Diploma essential) employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
