Trainee Financial Adviser

Trainee Financial Adviser

We are seeking driven and ambitious individuals to join our upcoming Trainee Adviser Programme. This fully funded 12-month training initiative offers the opportunity to gain valuable financial knowledge and achieve the Level 4 Diploma in Regulated Financial Planning.

This programme is designed to kickstart your career in financial advice, offering a supportive environment to build your confidence, gain practical advisory experience, and develop a robust network. Throughout the journey, you will be mentored by experienced professionals and benefit from a structured curriculum.

WHAT YOU’LL NEED TO SUCCEED

• Up to three years of experience in sectors such as sales, banking, mortgages, or customer service (essential).
• Up to two years of experience in a financial services-related role (preferred).
• A genuine interest in financial planning and delivering excellent client outcomes.
• Strong literacy and numeracy skills.
• A confident and professional manner with the ability to engage with people at all levels.
• A full UK driving licence (manual preferred).
• Willingness to undergo a DBS check.

THE PROGRAMME STRUCTURE

This 12-month programme is split into two distinct stages, each focusing on a blend of technical learning and practical application:

Stage One (First Nine Months):

• Completion of R01–R05 qualification exams.
• Practical experience in advice processes, including paraplanning and client-focused work.
• Regular training sessions and monthly assignments to reinforce learning.

Stage Two (Final Three Months):

• Completion of the R06 qualification exam.
• Advanced technical training across key areas of financial planning.
• Opportunities to attend client meetings alongside experienced consultants.
• Providing support to advisory teams.

Upon successful completion, participants will join the team as financial advisers, equipped with the skills and knowledge to excel in the role.

BENEFITS OF JOINING

This opportunity offers a clear pathway for career development and progression in a dynamic industry. In addition to comprehensive training, participants will benefit from:

• A contributory pension scheme.
• Life assurance.
• Income protection coverage.
• Access to a health cash plan.

You will also have the chance to engage in team-building and social events, including charity initiatives and other group activities.

Take the first step towards a rewarding career in financial advice—apply today!