Trainee Financial Adviser
| Area | London, UK |
| Sector | Financial Services |
| Salary | £30,000 - 35,000 |
| Start Date | ASAP |
| Advertiser | Lloyd Rosenthal |
| Job Ref | V-V42600 |
- Description
Trainee Financial Adviser
London
£36-£40k, plus benefits
Want to start your journey towards a rewarding career as a Financial Planner with a modern, forward-thinking firm that will support you every step of the way?
Do you have previous experience working within Wealth Management or Financial Planning?
Are you ambitious, driven, and passionate about helping people make the most of their money? As a Trainee Financial Adviser, you’ll have the opportunity to learn from experienced professionals, gain industry-leading qualifications, and build a career where your success grows with your clients’.
My client will invest in your development every step of the way – with training, mentoring, and full support towards becoming a qualified Financial Adviser.
What you’ll be doing
- Work closely with senior advisers, joining client meetings and seeing first-hand how trusted financial advice is delivered.
- Research markets, products, and solutions across pensions, investments, mortgages, and protection.
- Prepare reports, plans, and recommendations that help clients achieve their goals.
- Build your confidence in client conversations and relationship management.
- Study towards professional qualifications with dedicated support and study leave.
- Progress towards managing your own client portfolio once qualified.
What we’re looking for
- Ambition, curiosity, and the drive to build a long-term career in financial planning.
- Strong communication skills – you’ll enjoy talking to people and earning their trust.
- Good problem-solving and analytical ability.
- A willingness to learn, adapt, and study towards the CII Diploma in Regulated Financial Planning (sponsored by the company).
- Ideally, a degree and prior experience in a financial services roles.
What you’ll get
Full training & qualifications funded – including study support and exam fees.
- A competitive starting salary with regular reviews as you progress.
- A structured career pathway to becoming a qualified Financial Adviser.
- Mentoring from experienced advisers who want to see you succeed.
- Benefits package including pension, bonuses, and more.
This is more than just a job – it’s the start of a career where you can make a real difference to people’s lives while building your own success.
