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Trainee Financial Adviser
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Salary Up To 45k Dependent On Skills And Experience
24:month pathway programme
Full time permanent role
Hybrid working, London office
We are building the next generation of high-performing financial advisers.
This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser - with the support, training, and mentorship of our hugely experienced team.
Radcliffe and Newlands Wealth are looking for level 4 qualified individuals with experience of working within a paraplanning role previously.
What we provide
- Clear pathway to becoming an adviser
- Hands-on mentorship
- Real exposure to clients early on
- Structured development in a team environment
- Clear milestones and defined progression checkpoints
- Increasing responsibility over time
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Your 3 phase pathway
Phase 1: Foundation (Months 0-6)
- Learn the craft
- Supporting a top IFA in live cases
- Writing suitability reports
- Building and interpreting cashflow models
- Exposure to client meetings
- Training in Voyant, FE Analytics, Intelligent Office
- Learning how advice is structured end-to-end
Phase 2: Development (months 6-15)
- Start owning parts of the advice process
- Running sections of client meetings
- Presenting financial planning recommendations internally
- Increasing responsibility on cases
- Learning client relationship management
- Developing confidence in advice conversations
Phase 3: Transition to Adviser (months 15-24)
- Increase your client facing time
- Lead your own client meetings
- Take ownership of advice delivery
- Developing relationships with clients
- Ongoing coaching from senior advisers
Get help with your application
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Personal attributes and ambitions
This programme is designed for individuals who are driven to become top-tier advisers rather than those remaining in a support role
- Strong technical grounding (Level 4 qualified at the outset)
- Confident communicating
- Curious and commercially aware
- Keen to use modern tools, including AI, to improve productivity
Interested? Send your CV today to be considered for this fantastic opportunity.
INDLS
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
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