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Trainee Financial Advisor, Watford, Hertfordshire
Client:
Financial Divisions
Location:
Watford, Hertfordshire, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
Posted:
31.05.2025
Expiry Date:
15.07.2025
Job Description:
Offices near Hemel Hempstead (Hertfordshire)
Hybrid working offered
Salary: Up to £45,000 (DOE) & Study Support & Bonuses
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 looking for 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.
My client is a wealth planning firm with offices in Hitchin, offering 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. The advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning.
They also have mortgage/protection advisers in-house who handle more transactional advice but generate many internal referrals. They have longstanding relationships stretching back many years.
You will ideally have a Level 4 Diploma in Regulated Financial Planning or be 1-2 papers away from qualifying.
You will:
* 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
If this role interests you or if you're interested in other roles I am working on, please get in touch - [emailprotected]
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