Trainee Financial Adviser – Hybrid (up to £40,000)

About the role

We are a growing wealth management firm looking for a motivated Trainee Financial Adviser. This hybrid position offers a clear pathway into financial planning with full support and professional development.

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 arrangement.
• Professional training and support for industry qualifications.
• Competitive salary up to £40,000 per year.