At a Glance
- Tasks: Support advisers, manage client relationships, and deliver ethical financial advice.
- Company: Respected FCA-regulated Wealth Management firm with a supportive culture.
- Benefits: Up to £45,000 salary, bonuses, mentoring, and full support for exams.
- Other info: Structured trainee route with excellent career development opportunities.
- Why this job: No cold calling; work with warm clients and focus on your growth.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
The predicted salary is between 45000 - 45000 £ per year.
From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support. You've spent the time to complete your exams and now you're ready to take the next step. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success.
We’re working with a respected, FCA-regulated Wealth Management firm that’s actively supporting qualified professionals into advice. With a strong flow of inbound client enquiries and an existing client base ready to be nurtured, there’s no pressure for cold business development — just a genuine focus on delivering high-quality, ethical advice.
Salary & Benefits:
- Base salary is up to £45,000 + Bonus
- No cold calling: You’ll be working with existing clients and inbound leads
- Mentoring by experienced advisers and structured training programme
- Full support for Chartered exams and CPD
The Opportunity
This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly — with guidance, mentoring, and warm clients to work with. You’ll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads. You’ll have full access to the firm’s paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner.
Your Role
- Support advisers in meetings and advice preparation
- Start managing relationships with existing clients, ensuring continuity and care
- Follow up on warm inbound leads and new client referrals
- Build your own client base over time with full marketing and BD support
- Stay up to date on regulations, tax planning, and investment trends
- Deliver compliant, holistic financial advice with full back-office support
About You
- Level 4 Diploma in Financial Planning (essential)
- Strong interpersonal and communication skills
- Eagerness to move into a client-facing role
- Passion for delivering ethical, long-term financial planning
Why This Firm?
You’ll work with warm clients, inbound leads, and no pressure to “sell” — just the space to learn, grow, and thrive. Apply now to explore how your transition into advice can be smooth, supported, and successful.
Remote Trainee Financial Adviser in Bangor employer: Ortus Psr
Join a respected FCA-regulated Wealth Management firm that prioritises your growth as a Financial Adviser. With a structured training programme, mentoring from experienced advisers, and a focus on ethical advice, you'll thrive in a supportive environment where you can build meaningful client relationships without the pressure of cold calling. Enjoy a competitive salary, bonus opportunities, and full access to resources that empower you to succeed in your career.
