SP Financial Management Limited
Trainee Financial Adviser
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🚀 Trainee Financial Adviser
Rayleigh, Essex | £35,000 + | Monday–Friday, 9am–5pm | Office-based
Want to become a Financial Adviser?
This could be the opportunity you've been looking for.
SP Financial Management Ltd is a firm of Independent Financial Advisers, and we're looking for an ambitious, motivated person who wants to build a long-term career in Financial Advice.
Whether you're starting your career in financial services, already have experience, or are part-qualified and working towards your Level 4 Diploma in Regulated Financial Advice, we'd love to hear from you.
You'll work directly alongside our experienced Financial Advisers, learning how the advice process works from the ground up.
You'll have the opportunity to:
- Attend real client meetings alongside our Advisers.
- Analyse client circumstances and financial information.
- Carry out research across investments, pensions, protection and financial planning.
- Assist with suitability reports and client recommendations.
- Support Advisers throughout the advice process.
- Develop your technical knowledge and understanding of financial planning.
- Learn from experienced professionals every day.
- Take on more responsibility as your knowledge and qualifications develop.
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🎓 We'll invest in your future
If becoming a Financial Adviser is your goal, we'll help you get there.
For the right candidate, we will:
- Pay for your relevant professional exams and qualifications.
- Provide dedicated study time.
- Support you through your Level 4 Diploma in Regulated Financial Advice.
- Give you hands-on experience working alongside experienced Advisers.
- Provide ongoing training, mentoring and development.
We're looking for someone who wants to learn, qualify and progress — with the potential to develop into a Financial Adviser within the business.
👤 Who are we looking for?
You don't necessarily need to be fully qualified already.
You might be:
- Already working in financial services and looking for your next step.
- Part-qualified and studying towards Level 4.
- Working as a Paraplanner or in another financial services role.
- Starting out and looking for a genuine career opportunity.
- Changing careers and looking for a professional role with long-term progression.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What matters most to us is your attitude and ambition.
You'll need to be professional, personable, organised and comfortable dealing with people. You'll also need the commitment to study, learn and continually develop.
đź’° The package
ÂŁ35,000 + per annum depending on experience and qualifications, plus:
- Company pension
- Private Medical Insurance
- Company mobile phone
- Company laptop
- 25 days' holiday plus bank holidays
- Paid professional exams and qualification costs
- Paid study time
- Training and mentoring
- Genuine career progression
Monday to Friday | 9am–5pm | Office-based in Rayleigh, Essex
🚀 Ready to take the next step?
If you've got the ambition to become a Financial Adviser and want to work alongside experienced Independent Financial Advisers while developing your skills and qualifications, we'd love to hear from you.
Join SP Financial Management Ltd and start building your future in Financial Advice.
đź“Ť Rayleigh, Essex
đź’· ÂŁ35,000 +
📅 Monday–Friday, 9am–5pm
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