Trainee Financial Adviser - London

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col-narrow-leftClient:

Blakemore RecruitmentLocation:

London, United KingdomJob Category:

Other-EU work permit required:

Yescol-narrow-rightJob Reference:

1c42e8867b85Job Views:

19Posted:

18.06.2025Expiry Date:

02.08.2025col-wideJob Description:

We are currently recruiting for a National Financial Planning practice in London that is looking for a Trainee Adviser to join their team.You should hold a minimum Level 4 Diploma in Regulated Financial Advice and have the long-term ambition to become a Chartered Financial Adviser. The training period lasts approximately 6-12 months, depending on qualifications, skills, and development speed.As a Trainee Adviser, you will support Sales Managers and Advisers, working within a high-performing team. You will be supported by a dedicated mentor and peers during your structured training plan.Your role includes:Supporting the business needs and understanding the company structure;Developing your knowledge of the Financial Services industry through seminars, workshops, and briefings;Building effective relationships with teams and third-party providers;Achieving regulatory approval per FCA and company requirements, undertaking CPD activities, and maintaining a Statement of Professional Standing;Undertaking regulated activities under supervision after approval;Completing the Adviser Sales Academy to enhance advisory skills;Potentially meeting commercial targets;Passing formal assessments after a minimum 6-month training period to progress into an Adviser role and work towards Regulatory Competent Adviser Status (CAS).Knowledge, Skills, and Experience required:Experience in Private Independent Wealth Management;Ambitious and goal-oriented attitude;Flexible approach to work in changing environments;Ability to work independently with high motivation;Excellent communication and interpersonal skills;Strong organizational and time management skills;Self-driven development and study capabilities;Ability to explain complex information clearly;Discretion and confidentiality awareness;Experience working to targeted service standards;Proficiency in MS Office, Outlook, Excel, and back-office systems;A full driving license is advantageous for client ..... full job details .....