Trainee Financial Adviser - Norwich
Are you Level 4 Diploma qualified and ready to take the next step towards becoming a Financial Adviser?
We are partnering with a rapidly growing financial services firm that is looking to recruit ambitious individuals who are keen to build a long‑term career in financial advice. This opportunity is ideal for experienced IFA Administrators, Paraplanners, Client Relationship Managers, or Junior Advisers who have achieved their Diploma and are looking for a structured route into a fully‑fledged advisory position.
Why join?
- Dedicated Adviser Training Academy designed to help you transition into an advisory role
- Structured learning programme combining technical, regulatory and client‑facing development
- Ongoing mentoring and support from experienced Financial Advisers
- Clear pathway to becoming a successful Financial Adviser
- Existing client bank to work with from day one
- Modern, collaborative working environment
- Strong focus on career progression and professional development
- Annual company events and employee wellbeing initiatives
The role?
As a Trainee Financial Adviser, you will complete the firm’s comprehensive Adviser Training Academy while gaining hands‑on experience supporting clients and advisers.
Responsibilities will include:
- Attending and supporting client meetings
- Conducting fact‑finds and gathering client information
- Assisting with financial reviews and suitability processes
- Developing expertise across pensions, investments and protection planning
- Building relationships with clients and becoming a trusted point of contact
- Learning how to provide holistic financial planning advice
- Working alongside paraplanners and administrators to deliver excellent client outcomes
- Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements
About you
We are keen to speak with candidates who have:
- Level 4 Diploma qualification as a minimum
- About 2 years’ experience within financial services
- Experience as an IFA Administrator, Senior Administrator, Client Relationship Manager, Financial Planning Assistant, Paraplanner or Junior Adviser
- A genuine ambition to become a successful Financial Adviser
- Excellent communication and relationship‑building skills
- Strong attention to detail and a client‑focused approach
- A positive attitude and willingness to learn
This is an excellent opportunity to join a business that invests heavily in developing future advisers through its dedicated Training Academy. If you are looking for a structured route into financial advice with the support, training and client exposure needed to succeed, we’d love to hear from you.
To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on 07441 341 817 or ellie.sedgwick@idexconsulting.com
