Trainee Financial Advisor

Bracknell, Hybrid working

Up to £45k salary (plus commission)

This role is suited for an ambitious individual looking to build a long-term career in financial advice. Our client is seeking a motivated and proactive Trainee Financial Advisor or paraplanner to join their established advisory firm based in Bracknell. With a salary of up to £45,000, plus valuable share options, this business offers excellent progression opportunities, long-term security, and full support in training towards becoming a qualified advisor.

The firm

This company are directly authorised, independent financial advisers. Established in 2014, they now have office hubs located throughout the UK. They pride themselves on delivering an exceptional client experience and are committed to investing in the training and development of their staff to achieve this goal.

The role

As a Trainee Financial Advisor, you will work closely with experienced advisers to learn all aspects of financial planning. You will support in preparing for client meetings, shadowing advisors, and gradually taking responsibility for client relationships under supervision. Over time, you will progress to providing regulated financial advice across investments, pensions, and protection, with full study support provided for professional qualifications.

This role is ideal for someone who is currently an experienced paraplanner and looking to take the step into advice.

Benefits

• Salary up to £45k (plus commission)
• 25 days holiday plus bank holidays, and your birthday off
• Hybrid working available
• Annual discretionary bonus of up to 10%
• Valuable share option for all employees (please ask for further details)
• Flexible working hours
• Life Assurance
• Income Protection

Required Experience

• Level four qualified
• Experience as a paraplanner

Applying