Job Opportunity: Trainee Financial Advisor
Location: Offices near Hemel Hempstead (Hertfordshire)
Work Arrangement: Hybrid working offered
Salary: Up to £45,000 (DOE) + Study Support & Bonuses
About the Role
Are you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning?
We’re seeking an ambitious and driven Trainee Financial Advisor to join our client's growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor.
About the Company
Our client is a wealth planning firm with offices in Hitchin, providing financial advice to HNW retirees, accumulators, local families, and SME owners across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. They manage the affairs of over 500 clients, with assets ranging from £100k to over £1m. Their advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning.
Additionally, they have in-house mortgage and protection advisers who handle transactional advice and generate internal referrals. The firm has longstanding client relationships spanning many years.
Candidate Requirements
Ideally, you will hold a Level 4 Diploma in Regulated Financial Planning or be one or two papers away from qualifying.
Key Responsibilities
* Shadow experienced advisors and support the advice process from start to finish
* Build strong relationships with clients, understanding their needs and goals
* Assist in preparing suitability reports, client reviews, and investment recommendations
* Learn how to manage and grow a client portfolio ethically and compliantly
Interested?
If this role interests you or if you want to learn about other opportunities I am working on, please get in touch at [email protected]
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