A dynamic and prestigious Wealth Management company, with a national presence are seeking an aspiring Financial Adviser to step into a role with an established client base and a clear pathway to full advisory responsibility.
We are seeking a motivated individual with experience in wealth management, ideally Diploma qualified (or close to completion), to join the team as a Trainee Financial Adviser. This role offers the opportunity to inherit and support an existing client bank, while continuing to develop the technical expertise and confidence required to become a fully authorised adviser.
The Opportunity
You will work closely with senior advisers, supporting the management of an established portfolio of clients while gradually building your own relationships. This is a rare opportunity to transition into an advisory role with immediate client exposure.
Key Responsibilities
- Support the management of an existing client bank, building strong and lasting client relationships
- Attend client meetings alongside advisers, with a view to taking on your own clients over time
- Assist in delivering advice across investments, pensions and protection
- Prepare suitability reports and recommendations
- Conduct research and analysis to support client outcomes
- Ensure all client records are accurately maintained and compliant with regulatory standards
- Progress towards Chartered status (if not already achieved)
About You
- Experience within wealth management, financial planning or a related environment
- Diploma qualified (or actively working towards completion)
- Strong interpersonal skills with the ability to build trust with clients
- Commercially aware, with a genuine interest in developing into a client-facing adviser role
- Organised, detail-oriented and proactive in your approach
What’s on Offer
- Immediate exposure to an established client bank
- Clear and structured pathway to becoming a Financial Adviser
- Ongoing mentoring and support from experienced advisers
- Study support towards further professional qualifications
- Competitive salary with bonus potential
- A collaborative and client-focused culture
A rare opportunity to inherit and develop an existing client bank while progressing into a fully authorised Financial Adviser role. Ideal for someone with wealth management experience and Diploma qualifications looking to take the next step in their career.
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