Trainee Independent Financial Adviser (IFA)
Location: Flexible – occasional office presence required
Contract: Employed, full-time
I am working with a highly respected and well-established financial planning firm, founded over 30 years ago and part of a leading UK advice network for more than two decades. The business has a healthy number of Advisors, supported by a healthy ratio of back-office staff, and is experiencing significant growth.
This firm has ambitious plans to expand, including integrating smaller businesses into their operation. They have a loyal, predominantly local client base and pride themselves on a professional, inclusive, and supportive culture.
The Role
We are looking for a Level 4 qualified financial services professional to join the team as a Trainee Independent Financial Adviser. This is a fantastic opportunity for someone who has gained the qualification but is looking for the right environment, support, and mentorship to build a long-term career in advice.
Key benefits of the role include:
* Mentorship from very experienced directors
* Backing of a major advice network, offering compliance, marketing, resources, and tailored development programmes
* Exposure to a diverse range of clients
* A collaborative and supportive working environment with clear progression routes
Candidate Profile
* Ambitious, client-focused, and eager to develop
* Strong communication skills with the ability to work independently
* Committed to building a successful career within a growing business
Why This Opportunity Stands Out
* A rare employed trainee adviser role with a competitive salary package
* The best of both worlds – the independence of an IFA with the backing of a major network
* A forward-thinking, expanding business with a strong local reputation
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Created on 22/08/2025 by JR United Kingdom
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