At a Glance
- Tasks: Assist clients, prepare documentation, and research financial solutions while building relationships.
- Company: Join de Lisle Financial Planning, a client-first independent firm with a supportive culture.
- Benefits: Earn up to £50,000, receive fully funded qualifications, and enjoy a structured career pathway.
- Other info: Enjoy a hybrid work model and long-term career growth opportunities.
- Why this job: Kickstart your rewarding career in financial advising with hands-on experience and mentorship.
- Qualifications: Strong communication skills and a client-focused mindset; experience in finance is a plus.
The predicted salary is between 35000 - 50000 £ per year.
- Trainee Financial Adviser
- Northleach, Gloucestershire
- Up to £50,000 | Fully Funded Diploma | Structured Pathway to Becoming a Regulated Adviser
Hybrid 4 days per week in the office.
Attention career changers or paraplanners seeking a route into advising.
Are you already working in financial planning, or have you built a successful career elsewhere and feel ready for something more rewarding?
Perhaps you've started your journey towards becoming a Financial Adviser, or you've developed exceptional client relationship skills in another professional environment.
The opportunity de Lisle Financial Planning is an established business that prides itself on building long-term relationships with clients, delivering highly personal financial advice, and taking a genuinely client-first approach.
You'll work closely with the Managing Director, an experienced Chartered & Certified Financial Planner, and the Practice Manager, learning the profession from the ground up.
This is a role built on substance as much as client contact — you'll get fully immersed in the administration, research, and planning process that underpins every piece of advice, giving you a genuine, practical understanding of how financial planning really works rather than just a surface-level view.
As your knowledge, confidence and qualifications develop, there is the opportunity to progressively take on greater responsibility for client relationships and planning work.
If you're looking for a long-term career rather than just your next job, we'd love to hear from you.
What you'll be doing
Initially you will
- Attend client meetings, taking notes and building client relationships.
- Prepare meeting documentation and complete follow-up actions.
- Research financial planning solutions and product providers.
- Liaise with clients, providers, and professional connections.
- Work alongside outsourced technical paraplanners to help deliver excellent client outcomes.
- Support the ongoing administration and servicing of client relationships.
As your knowledge and confidence grow, you'll take on greater client-facing responsibility, potentially including leading client meetings and, over time, holding responsibility for specific client relationships.
What we're looking for
We'd like someone who genuinely enjoys helping others, is highly organised, and takes real pride in getting the details right.
You'll have
- Excellent communication and interpersonal skills.
- A client servicing mindset.
- Strong organisational skills and a methodical, detail-focused approach — this role involves a genuine mix of administration and client contact.
- The ability to research information and follow through on agreed actions.
- A professional, personable, and caring approach.
Experience within financial services, accountancy, or another professional services environment would be advantageous but isn't essential.
Above all, we're looking for someone with a genuine client-first mindset who wants to build a long-term career in financial planning.
- What you'll receive
- Salary £35,000–£50,000 depending on experience, plus bonus.
- Fully funded professional qualifications, including the Diploma in Financial Planning.
- Ongoing mentoring from an experienced Chartered Financial Planner.
- A structured pathway towards becoming a regulated adviser.
- The opportunity to take on increasing client responsibility as your experience and qualifications develop.
- A supportive, relationship-focused working environment.
- Long-term career progression within a respected independent financial planning firm.
A full role profile is on the de Lisle Financial Planning website to view now.
Keywords: paraplanner, paraplanning, associate financial planner, career changer, trainee adviser, wealth.
Apply now
We're partnering with Recruitment Rebellion Limited to recruit for this opportunity.
Only shortlisted candidates will be contacted. This vacancy may close early if a suitable applicant is identified.
We are committed to a fair and inclusive recruitment process. If you require any reasonable adjustments, please let us know.
Trainee Financial Adviser in Northleach employer: Recruitment Rebellion
de Lisle Financial Planning is an exceptional employer located in Northleach, Gloucestershire, offering a supportive and relationship-focused work environment. With a commitment to employee growth, the company provides fully funded professional qualifications and a structured pathway to becoming a regulated adviser, ensuring that you can build a long-term career in financial planning while receiving ongoing mentoring from experienced professionals. Join a team that values client-first approaches and fosters meaningful connections, making it a rewarding place to develop your skills and advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser in Northleach
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We think you need these skills to ace Trainee Financial Adviser in Northleach
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
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Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
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How to prepare for a job interview at Recruitment Rebellion
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Recruitment Rebellion.
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Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Recruitment Rebellion.
