Trainee FinancialAdviser
Location: Near Huntingdon (hybrid working)
Salary: £35,000-£45,000 DOE
About the Role
Our client is seeking a motivated and diploma-qualified (or close to qualifying) individual to join a highly respected and established Chartered Financial Planning firm. This employed position offers an excellent opportunity for career progression within a supportive and professional environment.
Role Overview
The successful candidate will work closely with a Senior Financial Planner, providing research, executive support, and client service assistance. Initially focused on supporting the Senior Financial Planner with client coordination and advisory preparation, this role is designed as a development pathway, gradually evolving to include direct responsibility for managing a portfolio of clients. This is a rare opportunity for an ambitious, analytical, and client-focused professional to gain first-hand exposure to senior-level strategy and client engagement.
Key Responsibilities
* Assist the Senior Financial Planner in delivering tailored holistic financial planning solutions to clients by gathering and analysing information to identify needs and provide appropriate recommendations.
* Stay up to date with product, technical, and legislative developments.
* Maintain expected performance standards and ensure full compliance with regulatory and firm procedures.
* Support consumer outcomes at all times, acting in line with Consumer Duty principles.
* Attain and maintain competent status as defined by the Financial Conduct Authority (FCA) and hold a Statement of Professional Standing (SPS) from an accredited body.
* Achieve and record a minimum of 35 hours of CPD annually (including 21 hours of structured CPD).
* Maintain accurate Training and Competence records and CPD logs.
* Build strong client relationships, aiming to generate referrals where appropriate.
About You
* Level 4 Diploma in Financial Planning (or equivalent).
* Strong understanding of FCA compliance and regulatory requirements.
* Excellent communication skills with the ability to build trust and rapport with colleagues, clients, and stakeholders.
* Commercially minded with the ability to contribute towards business growth.
* Highly professional, organised, and detail-oriented in all aspects of work.
Whats on Offer
* Competitive salary
* Comprehensive employee benefits plan
* Pension contributions matched up to 5%
* Flexible and hybrid working arrangements
* Regular team-building activities
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