Salary: Up to 45k (dependent on skills and experience)
24‑month pathway programme
Full‑time permanent role
Hybrid working, London office
We are building the next generation of high‑performing financial advisers.
This is a structured 24‑month programme designed to take you from paraplanning and technical support into a client‑facing, revenue‑generating adviser with the support, training, and mentorship of our hugely experienced team.
Radcliffe and Newlands Wealth are looking for level 4 qualified individuals with experience of working within a paraplanning role previously.
What we provide
- Clear pathway to becoming an adviser
- Hands‑on mentorship
- Real exposure to clients early on
- Structured development in a team environment
- Clear milestones and defined progression checkpoints
- Increasing responsibility over time
Your 3‑phase pathway
Phase 1: Foundation (Months 0‑6)
Learn the craft
- Supporting a top IFA in live cases
- Writing suitability reports
- Building and interpreting cashflow models
- Exposure to client meetings
- Training in Voyant, FE Analytics, Intelligent Office
- Learning how advice is structured end‑to‑end
Phase 2: Development (Months 6‑15)
Start owning parts of the advice process
- Running sections of client meetings
- Presenting financial planning recommendations internally
- Increasing responsibility on cases
- Learning client relationship management
- Developing confidence in advice conversations
Phase 3: Transition to Adviser (Months 15‑24)
Increase your client‑facing time
- Lead your own client meetings
- Take ownership of advice delivery
- Developing relationships with clients
- Ongoing coaching from senior advisers
Personal attributes and ambitions
- This programme is designed for individuals who are driven to become top‑tier advisers rather than those remaining in a support role
- Strong technical grounding (Level 4 qualified at the outset)
- Confident communicating
- Curious and commercially aware
- Keen to use modern tools, including AI, to improve productivity
Interested? Send your CV today to be considered for this fantastic opportunity.
Trainee Financial Adviser employer: TipTopJob
At TipTopJob, we pride ourselves on being an exceptional employer, offering a supportive work culture that values collaboration and professional growth. Located in the serene surroundings of Thatcham, Berkshire, our mental health hospital provides extensive benefits, including a competitive salary and opportunities for continuous development, making it an ideal place for dedicated professionals to thrive in their careers while making a meaningful impact on patients' lives.
