Littlewick Wealth Management Ltd
Trainee Financial Adviser
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Job Title: Self Employed Trainee Financial Adviser
đź“Ť Location: Chobham, England
A brilliant opportunity to join a well-established and growing Partner Practice, Littlewick Wealth Management. We are a successful and expanding wealth management practice experienced in providing tailored advice across investment, retirement and protection planning as well as mortgages and intergenerational wealth management. With a strong reputation for delivering high-quality client outcomes, the business offers advisers the infrastructure, support, and autonomy needed to thrive in a client-focused environment.
The Opportunity
This role is ideal for an individual who wants to focus on advising clients and developing relationships, while benefiting from comprehensive back-office support. You will be responsible for:
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- Managing and developing relationships with a client bank
- Identifying new business opportunities within existing client relationships
- Building and growing your own portfolio of clients
- Delivering holistic financial advice tailored to client needs
- Working collaboratively with an experienced support team
What’s on Offer
You will benefit from:
- Full administration support
- Dedicated paraplanning support
- Lead generation assistance
- Marketing
- Operational support
- Proven advice processes and modern technology
- Ongoing training and development
This support structure ensures client cases are handled efficiently, allowing you to spend more time delivering advice and building meaningful client relationships, without the burden of excessive administration.
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About You
To be considered for this opportunity, you will ideally have:
- Level 4 Diploma qualified (or equivalent) / Working towards Level 4 status
- Strong relationship-building and client management skills
- A proactive approach to business development
- The ambition to grow within a progressive and supportive environment
Apply
If you’re interested in building a long term career as a Financial Adviser, apply now. A member of our recruitment team will be in touch to arrange an initial confidential conversation.
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