Trainee Financial Adviser | Employed | Hybrid | London / Home Counties
Location: London or the Home Counties
Employed Role | Hybrid Working
Salary: Negotiable, Based on Experience
Are you a
Level 4 Diploma-qualified
professional looking to take the next big step in your financial services career?
Whether you're currently a
Mortgage & Protection Adviser
or an experienced
Paraplanner
, this is an outstanding opportunity to transition into a full Financial Adviser role within a highly reputable and client-focused UK advisory firm.
About the Role
We're seeking a motivated and ambitious
Trainee Financial Adviser
to join our established advisory business. This is an
employed, hybrid role
offering the support and structure needed to build a long-term, successful career as a Financial Adviser.
You'll work closely with the
Practice Principal and senior advisers
, gaining hands-on experience and guidance as you transition into an advisory position. You'll begin by servicing
an existing portfolio of clients
, allowing you to build confidence and refine your skills in a supportive and collaborative environment.
What We're Looking For
* Level 4 Diploma in Regulated Financial Planning
(or equivalent)
* Currently working as a
Mortgage & Protection Adviser
or
Paraplanner
* Excellent interpersonal and client relationship skills
* A strong desire to become a holistic Financial Adviser
* Self-motivated, organised, and eager to learn
What We Offer
* Structured development pathway to become a fully-fledged Financial Adviser
* Mentorship and guidance from experienced professionals
* The chance to work with an existing loyal client base
* Long-term career development within a growing firm
* Hybrid working model
(blend of office and home-based)
* Competitive salary
– negotiable depending on experience
* This is a
rare opportunity
to join a supportive firm that values integrity, personal development, and long-term client relationships over sales targets and short-term wins.