Financial Divisions
Trainee Financial Adviser
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🚀 Trainee Financial Adviser | London
Up to £45,000 Basic + Bonus | Clients Provided | Independent Financial Planning Firm
Are you Diploma Qualified (Level 4) and ready to take the next step towards becoming a successful Financial Adviser?
This is a rare opportunity to join a highly regarded, fully independent financial planning firm with growing exponentially. You'll inherit and develop relationships with high-quality clients while receiving full support, training, and mentoring to accelerate your progression into a thriving adviser career.
Why Join?
- Clients, leads, and referrals provided – focus on developing your advice skills rather than cold prospecting.
- Work with a high-net-worth client base, including affluent UK clients and UK-based US nationals.
- Gain exposure to a broad range of financial planning areas including:
- Pensions
- Investments
- Protection
- Inheritance Tax Planning
- Estate Planning
- International & Cross-Border Planning
- QROPS
- Benefit from an established professional introducer network including:
- Law Firm
- Accountancy Practice
- Tax Adviser
- FX Broker
- Full administrative and paraplanning support, allowing you to focus on client relationships and adviser development.
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What We're Looking For
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Level 4 Diploma in Regulated Financial Planning
- Aspiring Financial Adviser looking to transition into an advice role
- Wealth management experience and must have Level 4 diploma
- Strong relationship-building and communication skills
- Ambitious, driven, and committed to building a long-term career in financial planning
Apply directly to ursulasloan@financialdivisions.co.uk for a confidential conversation.
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