Trainee Financial Adviser – Hybrid working - up to £40,000

About the role

We are a growing wealth management firm looking for a motivated Trainee Financial Adviser to join our team. This hybrid position offers a clear pathway into financial planning, with full support and professional development from day one.

Key responsibilities

• Assist advisers with client research and financial analysis
• Support the preparation of suitability and recommendation reports
• Maintain accurate client records and administrative processes
• Liaise with investment, pension, and insurance providers
• Support client meetings and ongoing servicing
• Learn all aspects of financial planning, including pensions, investments, tax planning, and protection

Required profile

• Highly organised with strong attention to detail
• Excellent communication and interpersonal skills
• Motivated to develop a career in financial advice
• Some administrative or financial services experience is advantageous but not essential
• Willing to undertake professional training and qualifications

Required skills

What we offer

• Hybrid working model
• Salary up to £40,000 per year
• Professional training and qualifications
• Supportive wealth management team