Trainee Financial Adviser

Trainee Financial Adviser Location: Marlow Starting Salary: £25,000 - £27,000 pa Start your career in financial planning We are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. James s Place plc. We work with a high-quality client base and pride ourselves on delivering a personal, high-standard service. As we continue to grow, we re investing in the next generation of advisers. We re looking for a bright, motivated individual to join our growing financial planning practice in Marlow. This isn t just an admin role it s a structured pathway to becoming a qualified Financial Adviser. If you re ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment. The Role: You ll start by supporting the Partner and wider team with day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with client enquiries (phone, email, in person) Preparing documentation and reports for client meetings Maintaining accurate client records Assisting with business processing and administration Working closely with the Partner to support client relationships Over time, you ll move onto a clear development pathway, including: Studying towards the DipPFS qualification (fully supported) Shadowing client meetings Learning how to build financial plans and ..... full job details .....