Trainee / Graduate Financial Adviser in Stourbridge

Job Description Trainee Financial Adviser An established independent financial planning practice in Hagley is looking to appoint a Diploma-qualified (or nearly qualified) individual who is ready to take the next step towards becoming a Financial Adviser. This is an opportunity to join a close-knit business with genuine long-term progression. With the Managing Director planning for retirement over the coming years and the next generation already at capacity, this role has been created as part of the firm's succession planning. The intention is to develop someone into an Adviser with an established client bank. This is a well-established independent financial planning practice with: Around £100 million of assets under management The business is built on honest, traditional values, long-term client relationships and providing quality financial advice. Level 4 Diploma in Regulated Financial Planning, or be close to achieving it Experience within a financial planning environment, such as paraplanning or technical administration Excellent communication skills and a genuine interest in building long-term client relationships A desire to develop into a Financial Adviser rather than remaining in a purely technical role Salary of around £30,000 to £40,000 depending on experience, plus standard benefits Full training and mentoring towards becoming a Financial Adviser Genuine succession opportunity with significant long-term progression Office-based in Hagley initially, with flexibility expected as the role develops This is an excellent opportunity for someone looking for a structured route into financial advice while working alongside experienced professionals who are committed to developing the right individual.