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- Tasks: Kickstart your career by mastering financial advice and client management.
- Company: Join a respected financial advisory firm with a supportive culture.
- Benefits: Earn up to £45,000 plus bonuses, with hybrid working options.
- Why this job: Transform into a fully qualified Independent Financial Adviser in just 24 months.
- Qualifications: Level 4 Diploma in financial services and strong communication skills required.
- Other info: Enjoy structured mentoring and a clear path for career growth.
The predicted salary is between 36000 - 60000 £ per year.
A highly respected and well-established financial advisory firm is seeking an ambitious Trainee Financial Adviser / Paraplanner to join its growing team as part of an exciting move towards an employed adviser model.
Location: City-based | Salary: Up to £45,000 + bonus | Hybrid working 3 days in the office
Career Path: Fully Qualified Independent Financial Adviser
This is a rare opportunity for a technically capable and career-driven individual to develop into a fully qualified Independent Financial Adviser (IFA) within a supportive, high-performing environment. The successful candidate will begin in a paraplanning-focused role, gaining in-depth exposure to the technical foundations of financial advice, before progressing into a client-facing advisory position within 24 months. With structured mentoring from senior advisers and a clear development pathway, this role is designed for someone who wants to build a long-term career rather than simply take their next job. The firm has a strong client base of high earners and a growing intergenerational focus, offering a steady flow of warm, high-quality opportunities.
Key Responsibilities
- Initially, the role will focus on technical and paraplanning excellence, including:
- Writing suitability reports and supporting multiple advisers
- Conducting research, fund selection and product comparisons
- Completing replacement business and technical documentation
- Gathering client information and supporting fact-finds
- Engaging with the next generation of existing clients (e.g. protection, mortgages)
- Client meetings and advisory responsibilities
- Managing your own client relationships
- Generating and converting new business with firm-provided leads
This opportunity would suit someone who is:
- Experienced in financial services and holds the Level 4 Diploma
- Currently working in paraplanning, technical admin or adviser support
- Commercially minded with strong communication skills
- Motivated, proactive and keen to progress into an adviser role
Trainee Financial Adviser in City of London employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the interview experience. Focus on articulating your passion for financial advising and how your background makes you a perfect fit for the role.
✨Tip Number 3
Showcase your knowledge! When you get the chance to chat with potential employers, drop in some insights about current trends in financial services. This shows you’re not just looking for any job, but that you’re genuinely interested in the field and ready to contribute.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and follow up on them!
We think you need these skills to ace Trainee Financial Adviser in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Adviser role. Highlight any relevant experience in financial services, especially if you've worked in paraplanning or adviser support. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a financial adviser and how your background prepares you for this journey. We love seeing enthusiasm and a clear vision for your career path.
Showcase Your Technical Skills: Since the role focuses on technical excellence, be sure to mention any specific skills or tools you're familiar with. Whether it's writing suitability reports or conducting fund research, we want to know how you can contribute from day one!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning and suitability reports. Familiarise yourself with the latest trends in financial services and be ready to discuss how they relate to the role.
✨Show Your Ambition
This role is all about progression, so let them know you're keen to develop into a fully qualified Independent Financial Adviser. Share your career goals and how this position fits into your long-term plans.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor. Focus on common questions related to financial advisory roles and practice articulating your thoughts clearly and confidently.
✨Engage with the Firm's Values
Research the firm’s client base and their intergenerational focus. Be prepared to discuss how you can contribute to their mission and engage with high earners, showing that you understand their needs and expectations.
