A rare opportunity has arisen to step into financial advice with real clients, meaningful responsibility, and a clear, supported pathway to becoming a Financial Adviser.
This is a genuinely exciting role within a highly regarded Wealth Management firm. You’ll join a collaborative, down-to‑earth team where people enjoy working together and take pride in delivering excellent outcomes for clients.
This position offers early exposure to an established client bank. You’ll work closely with experienced advisers, gradually building your own relationships and confidence, with a clear route to managing clients independently.
If you’re looking to move beyond a purely support-based role and start building a long-term career in financial advice, this is the kind of opportunity that doesn’t come around often.
The Opportunity
You’ll partner with senior advisers to support and deliver holistic financial advice, gaining hands‑on experience across the full client journey. Over time, you’ll transition into a client‑facing role, with the opportunity to take ownership of relationships and build your own portfolio.
This is a structured and well‑supported pathway, designed to develop both your technical expertise and your confidence as an adviser.
What You’ll Be Doing
* Working alongside experienced Financial Advisers to deliver tailored financial planning advice
* Attending and actively contributing to client meetings from an early stage
* Building strong client relationships, with a view to managing your own clients over time
* Supporting the delivery of advice across investments, pensions, and protection
* Contributing to the development of financial planning strategies aligned to client goals
* Developing your commercial awareness and ability to identify opportunities to add value
* Gaining exposure to the full advice lifecycle, from initial conversations through to implementation
* Progressing your technical knowledge and working towards full advisory responsibility
About You
* Experience within wealth management or financial planning environment
* A strong communicator who enjoys building relationships and working with clients
* Ambitious, proactive, and motivated to become a Financial Adviser
* Commercially aware, with a genuine interest in financial planning
* Organised and detail-oriented, with a professional and client-focused approach
What’s on Offer
* Immediate exposure to an established client bank
* A clear, structured pathway to becoming a Financial Adviser
* Ongoing mentoring and support from experienced advisers
* Full study support towards Chartered status
* Competitive salary with bonus potential
* Hybrid working and a strong work‑life balance
* A collaborative, supportive culture where people are genuinely valued
This is an ideal opportunity for someone who’s ready to take the next step—moving from a support role into a client‑facing position, with the right guidance, the right environment, and real long‑term potential.
Apply now to start building your future as a Financial Adviser.
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