Trainee Financial Adviser – Clients, Leads & Full Training Provided

Central London

£50,000 + bonus | Career-defining opportunity

Move from Paraplanning into Financial Advice with clients, leads, and full support.

This award-winning Chartered Financial Planning firm is seeking a Trainee Financial Adviser to join its growing team after a record year of performance.

You’ll work with HNW and UHNW clients, receiving structured on-the-job training, study support, and direct exposure to client relationships from the outset.

The Role

• Attend and lead client meetings (with support)
• Receive structured adviser training
• Progress into managing a client bank
• Work across pensions, investments, tax, and estate planning

Candidate Profile

• Background in Paraplanning (c. 18 months+)
• Studying towards Level 4 Diploma
• Strong client communication skills
• Clear ambition to become an Adviser

Package

• £50,000 basic + bonus
• Clients and leads provided
• Hybrid working model
• Outstanding long-term progression

Please send your CV or contact us for a confidential discussion.