Location
Risca
Salary Competitive TypePermanent WorkplaceOn-Site Ref88751
Recruiter Managing This Role
Job Title: Trainee Financial Adviser
Location: Cardiff
Salary: £30,000 (starting salary) + bonus
About the Role
This is a fantastic opportunity for a motivated and diploma-qualified individual looking to take the next step in their financial planning career. As a Trainee Financial Adviser, you will work closely with experienced advisers to gain hands-on experience, build your client-facing skills, and progress towards achieving Competent Adviser Status (CAS).
You will play an active role in supporting the advice process from start to finish from client fact-finding and research, to report preparation and eventually delivering advice under supervision.
Key Responsibilities
1. Shadow and support Financial Advisers in client meetings
2. Assist with fact-finding, gathering client data, and preparing client files
3. Conduct product and investment research across pensions, protection, and investments
4. Prepare suitability reports and recommendations under supervision
5. Utilise cashflow modelling tools (e.g., Voyant) to support advice
6. Help maintain compliant and accurate client records
7. Stay up to date with FCA regulations and maintain CPD
8. Work towards achieving CAS and full