Trainee Adviser
Location: Wokingham
Salary: Competitive, depending on experience
Salaried position + discretionary bonus
The Opportunity
Are you looking to build a career in financial planning, with the ultimate goal of becoming a Financial Adviser?
Perhaps you’ve recently graduated or completed your A Levels and are looking for your first opportunity within financial services.
Maybe you already have some experience within financial services, such as pensions, investments or a provider, and want to transition into financial planning.
Or perhaps you’re already working as an IFA Administrator and are ready to start developing your technical knowledge and work towards paraplanning.
Whichever route you’re coming from, this is a fantastic opportunity to join a fully independent, genuinely holistic financial planning firm with a bespoke development programme designed to build future advisers from the ground up.
The Company
This is a highly respected financial planning firm known for delivering genuinely holistic, whole-of-market advice and building long-term relationships with its clients.
The business has created a structured Trainee Financial Planner programme for someone who wants to steadily build their knowledge, gain experience across the business and develop towards becoming an established Financial Adviser.
The emphasis is on learning properly, achieving motivating milestones and progressing at each stage.
The Development Programme
You'll initially gain exposure across the firm's Administration and Paraplanning teams, giving you a strong understanding of how financial planning works from the ground up.
As you develop, you'll benefit from:
- The opportunity to sit in on client meetings alongside Paraplanners and gain early client-facing experience.
- Full support towards the Diploma in Financial Planning and Chartered qualifications.
- Increasing responsibility as your technical knowledge and confidence develop.
- Mentorship from experienced Financial Advisers once you've progressed into paraplanning.
- The opportunity to develop your client-facing skills and understanding of advice.
- Ultimately, the opportunity to inherit and manage your own client bank as you progress into an Adviser role.
The aim is to give you a complete understanding of financial planning, from administration and technical paraplanning through to client relationships and delivering advice.
What They're Looking For
This opportunity is open to different backgrounds. You could be:
- A recent graduate or A Level leaver with a genuine interest in financial planning.
- Someone with transferable experience from another area of financial services.
- An IFA Administrator looking to progress into paraplanning.
- Someone who has already started their financial planning qualifications.
Most importantly, they're looking for someone who is bright, motivated, curious and genuinely committed to building a career in financial planning.
You don't need to know everything from day one. What matters is your attitude, willingness to learn and desire to steadily develop.
Benefits
- Bespoke trainee development programme.
- Full support towards Diploma and Chartered qualifications.
- Mentoring from experienced Financial Advisers.
- Client-facing exposure from an early stage.
- Genuine pathway from Trainee → Paraplanner → Financial Adviser.
- Established client bank available as you progress into advice.
- 6% pension contribution.
- Private medical insurance.
- Life cover (DIS).
- 25 days holiday plus bank holidays.
- Discretionary bonus scheme.
- Supportive, collaborative and highly established financial planning environment.
If you're serious about building a career in financial planning and want to join a company that will teach you properly, invest in your development and give you a genuine pathway into advice, this could be an exceptional opportunity.
Pay: £28,000.00-£35,000.00 per year
Benefits:
Work Location: In person
