Trainee Financial Adviser

Trainee Financial Adviser Salary up to 45k dependent on skills and experience 24-month pathway programme Full time permanent role Hybrid working, London office We are building the next generation of high-performing financial advisers. This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser with the support, training, and mentorship of our hugely experienced team. You must have successfully completed the full CII Diploma in Regulated Financial Planning (Level 4) or an equivalent Level 4 qualification. Candidates currently studying towards Level 4 are not eligible. What we provide Clear pathway to becoming an adviser Hands-on mentorship Real exposure to clients early on Structured development in a team environment Clear milestones and defined progression checkpoints Increasing responsibility over time Your 3 phase pathway Phase 1: Foundation (Months 0 6) Learn the craft Supporting a top IFA in live cases Writing suitability reports Building and interpreting cashflow models Exposure to client meetings Training in Voyant, FE Analytics, Intelligent Office Learning how advice is structured end-to-end Phase 2: Development (months 6 15) Start owning parts of the advice process Running sections of client meetings Presenting financial planning recommendations internally Increasing responsibility on cases Learning client relationship management Developing confidence in advice ..... full job details .....