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Permanent

Trainee Financial Advisor

O'Loughlin Recruitment Ltd
Norwich
money-bag £35000 Annual
Posted: 16 July 2026 (Today)
Closing date: 15 August 2026
Ref: 3139719807

My client is a progressive national firm of Chartered Financial Planners, with over 5 regional offices across the UK. They are providing their clients with independent financial advice and they are looking for a Trainee Financial Planner to join their business to work from their Norwich office. Are you an existing Paraplanner who is looking to move into an Advice role?Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you''ll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor?Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy?In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You''ll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it''s a natural step for someone who understands the advice process and wants a supported route into advising.This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development.This role would suit a Trainee Financial Advisor who is ..... full job details .....

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