Financial Divisions
Trainee Financial Adviser (Level 4 Diploma essential)
London
£45k/yr
Posted about 17 hours ago
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TRAINEE FINANCIAL ADVISER – Central London
Level 4 Diploma Essential
£45,000 + Bonus + Clients provided
The Opportunity:
- Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
- Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
- Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
- Average client portfolio of around £800k.
- Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers, and FX Brokers.
- Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser.
- Clients, leads, and referrals provided.
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About you:
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Your very own career expert that helps elevate your application to the next level.
- Level 4 Diploma in Regulated Financial Planning.
- Looking to move into a Financial Adviser role.
- Wealth management experience is beneficial but not essential.
- Open to career changers with the right attitude and qualifications.
- Confident, personable, and comfortable building relationships with high-net-worth clients.
- Ambitious and looking to build a successful long-term career in financial planning.
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Jessica, London
Skills
Financial Planning
Pensions
Investments
Protection
Inheritance Tax
Estate Planning
Cross-Border Financial Planning
Client Relationship Management
Wealth Management
Paraplanning
Networking
Referrals
High-Net-Worth Client Management
Ambition
Communication
Confidence
Location