Trainee Financial Adviser

Join a growing wealth management firm with a strong reputation for delivering professional, client-focused advice. The firm is committed to developing talent, supporting professional qualifications, and providing a clear progression path into financial planning.

Role Overview

We are seeking a Trainee Financial Adviser to join our team. This role is ideal for someone with experience in wealth management or who has started their CII R01 exams. You will work closely with experienced advisers and paraplanners to support clients and develop your career towards full financial adviser status.

Key Responsibilities

• Support financial advisers in delivering advice to clients
• Assist with preparing client fact-finds, suitability reports, and recommendations
• Liaise with clients regarding investment, pension, and insurance matters
• Conduct research on investment products, pensions, and insurance solutions
• Maintain accurate client records and ensure compliance with regulatory standards
• Support the administration of client onboarding, reviews, and ongoing advice processes

Experience and Qualifications

• Experience working in wealth management or financial services
• Ideally starting or planning to start CII R01 exams
• Strong interest in building a career as a Financial Adviser
• Excellent organisational, communication, and client service skills
• Ability to work accurately and efficiently under supervision
• Confident using financial planning software and Microsoft Office

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