Trainee Financial Adviser

Job Title: Trainee Financial AdviserIndustry: Financial ServicesLocation: HarpendenSalary: Up to £35,000Job Ref: 9232

Job Description: Trainee Financial Adviser

Recruit UK is pleased to present an outstanding opportunity for a Trainee Financial Adviser to join a well-established UK Financial Advice firm with offices in Harpenden.

Company Overview:

This UK-wide firm specialises in providing independent financial planning and wealth management advice. They have a solid reputation for delivering high-quality, client-focused advice.

The Role:

As a Trainee Financial Adviser, you’ll work closely with experienced Financial Planners, supporting them with paraplanning tasks, managing existing clients, and handling new client inquiries. Over a 12-month period, you’ll receive dedicated mentorship and training to transition into a fully qualified Financial Adviser. You’ll gradually start providing independent financial advice, managing and growing your own client bank, with comprehensive administrative support.

What’s in it for You:

• Competitive Starting Salary: Up to £35k+
• Mentorship Program: Learn from Senior Advisers
• High-Net-Worth (HNW) Client Bank: Inherit existing clients
• Qualified HNW Leads: Typical clients with £300k+ to invest
• Lucrative Bonus Scheme: OTE £50k+
• Comprehensive Benefits Package: Life insurance (DIS), flexible benefits, pension
• Flexible Working Options: Office/home-based hybrid model
• Administrative Support: Full back-office assistance
• Study Support: Gain further qualifications while working

Skills and Experience Required:

• Ideally, Level 4 Diploma (Dip PFS) or equivalent
• Paraplanning experience is highly desirable
• Ambition to progress into a fully-fledged Financial Adviser role within 12 months
• A passion for building and managing client relationships, with the drive to develop your own client book

This is an ideal opportunity for someone looking to take the next step in their financial services career, transitioning from a paraplanning or support role into a client-facing advisory position.