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Burton Recruitment Limited

Trainee Independent Financial Advisor

Lancashire
£30k – £45k/yr
Posted about 19 hours ago
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About the Role

Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of a Trainee Independent Financial Advisor, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients.

Requirements

Already DipFA or DipPFS qualified or equivalent, you will currently be working as an ambitious, driven and dynamic Paraplanner or IFA Administrator who is seeking to progress their career into an advisory role.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Responsibilities

Working alongside experienced advisers, you will support the delivery of workplace pension services, employee benefit solutions and corporate protection arrangements to employers and their employees across a wide range of sectors.

Benefits

With the firm's full training and support your career will excel.

In return they offer:

  • Highly competitive salary and benefits package
  • Hybrid working options
  • Professional and personal development and career advancement within a supportive environment

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Additional Information

This is an exceptional opportunity for a Trainee Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.

Hybrid working - Attractive salary plus benefits

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Location

Lancashire, England, United Kingdom

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