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- Tasks: Support clients with financial advice and develop your advisory skills in a nurturing environment.
- Company: Reputable independent Wealth Management firm focused on mentorship and client relationships.
- Benefits: Structured development, mentorship, and support towards Chartered status.
- Why this job: Join a stable firm and build a rewarding career in financial planning with existing clients.
- Qualifications: DIPFA qualified or close to completion; motivated to progress in financial advice.
- Other info: Great opportunity for Trainee or Junior Advisers seeking growth and support.
The predicted salary is between 30000 - 42000 £ per year.
Fram Search is proud to be partnering with a small but highly successful and well-established Wealth Management firm that is looking to appoint a Financial Adviser as part of its continued growth. This opportunity will particularly appeal to individuals who are working towards a career in advice and are keen to transition into a fully supported adviser role within a reputable independent firm.
The business offers genuine mentorship, structured development and the chance to inherit an existing client base, meaning you won’t be left to build from scratch. Instead, you’ll develop your advisory skills in a supportive environment where long‑term client relationships and high‑quality advice are the priority.
We are especially keen to speak with candidates who are DIPFA qualified (or close to completion) and motivated to continue progressing. Full support towards Chartered status will be provided, making this a strong long‑term career move for someone serious about building their future in financial planning.
Whether you are:
- A Trainee or Junior Adviser ready to step up
- A Paraplanner or technically qualified individual looking to move into advice
- An adviser early in your journey seeking stronger mentorship and support
This firm offers the structure and culture to help you succeed. This is a genuine development opportunity within a stable and ambitious independent firm.
Financial Adviser / Trainee Adviser employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser / Trainee Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Have a clear and concise explanation of who you are, what you do, and what you're looking for in your career.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share relevant content and engage with others in the financial planning community to get noticed.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re serious about joining a supportive firm like ours.
We think you need these skills to ace Financial Adviser / Trainee Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight any relevant qualifications, like your DIPFA status, and showcase your passion for financial planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background makes you a great fit. Don’t forget to mention your desire for mentorship and growth in the advisory space.
Showcase Your Soft Skills: In wealth management, building relationships is key. Make sure to highlight your communication skills, empathy, and ability to work in a team. These traits are just as important as your technical knowledge!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Fram Search
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around wealth management and advisory roles. Familiarise yourself with the latest trends in the industry and be ready to discuss how they might impact clients.
✨Show Your Motivation
Express your enthusiasm for transitioning into a Financial Adviser role. Share your journey towards obtaining your DIPFA qualification and how you see this opportunity as a stepping stone towards achieving Chartered status.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's mentorship programme and client base. This shows you're genuinely interested in their approach and helps you gauge if it's the right fit for your career aspirations.
✨Demonstrate Relationship Building Skills
Since long-term client relationships are key, be ready to share examples of how you've successfully built rapport in previous roles. Highlight your communication skills and ability to provide high-quality advice.