Job Role:
Trainee Financial Adviser (IFA Administrator to Advice)
Industry:
Financial Services
Location:
Southampton
Salary:
£27,000 – £31,000 (DOE)
Job Reference:
9826
Interested in becoming a Financial Planner?
Keen to join a company that will support you with exams and offer defined progression?
We're working with a highly respected, family-run financial planning company that prides itself on delivering a personal, client-first service.
They have an exciting opportunity for an aspiring Financial Adviser to join their team, initially focusing on providing support to Advisers.
You'll join a close-knit team, working closely with the Director to learn the business inside-out. Over a 3-year period, they will support you to gain qualifications, whilst providing compressive training on all aspects of the advice process, giving you a ready-made foundation for a successful advisory career.
What's on offer:
* Salary of £27,000 – £31,000 + bonus and clear earning progression
* Support for the Level 4 Diploma in Regulated Financial Planning
* Clear route from administration to full client-facing financial advice
* A professional but relaxed environment, far removed from a typical corporate structure
* Mentorship from the Director
* Free on-site parking and hybrid working once established
Responsibilities:
* Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records
* Assist with gathering and analysing client information to support the preparation of financial plans
* Attend client meetings alongside advisers to observe and learn the advice process
* Liaise with product providers to obtain policy information, valuations, and illustrations
* Ensure all compliance requirements and internal procedures are followed at every stage of the advice process
* Support with the preparation of suitability reports and investment reviews under supervision
* Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills
* Gradually increase client-facing responsibilities, moving towards full advisory duties over a 3 year period
About you:
* Experience working in regulated Financial Services role (desirable)
* Progress towards industry exams (desirable)
* Organised, professional, and confident in client-facing situations
* Looking for a long-term career in financial advice with a clear development pathway
* Comfortable working in-office most of the week, with some flexibility available
This is a golden opportunity to join a growing, values-led company offering a structured and supported route into financial advice with opportunity to take on clients.
If the above role aligns with your career aspirations, apply now