Job Title: Trainee Financial Adviser
Salary: £35,000 - £50,000 (depending on experience)
Locations: Norwich | Harlow | St Ives (Cambridgeshire) | Westerham
Working Pattern: Hybrid
About the Opportunity
Recruit UK is delighted to be working with a well established and growing financial planning firm that is looking to expand its adviser team across multiple offices.
Whether you're an experienced Financial Adviser or a Level 4 qualified professional looking to take the next step into advising, this is an excellent opportunity to join a business that genuinely invests in its people. With an existing client bank, full paraplanning and administration support, and clear progression opportunities, you'll have everything you need to build a successful career.
The Role
As a Financial Adviser, you will:
- Build long term relationships with clients.
- Provide holistic financial planning advice across pensions, investments and protection.
- Understand clients' financial objectives and recommend suitable solutions.
- Manage and develop an existing client bank while identifying opportunities for new business.
- Carry out annual client reviews and provide an ongoing advice service.
- Work closely with dedicated paraplanning and administration teams.
- Ensure all advice is delivered in line with FCA and company compliance standards.
What We're Looking For
- Level 4 Diploma in Regulated Financial Planning (essential).
- Experienced Financial Advisers or Level 4 qualified professionals looking to move into an adviser role.
- Strong communication and relationship building skills.
- A client focused approach.
- Full UK driving licence.
What's on Offer
- £35,000 - £50,000 depending on experience.
- Hybrid working.
- Opportunities available across Norwich, Harlow, St Ives (Cambridgeshire) and Westerham.
- Existing client bank provided.
- Full paraplanning and administration support.
- Ongoing salary reviews and career progression.
- Supportive, collaborative working environment.
- Opportunity to join a growing and well respected financial planning business.
If you're looking for your next move and want to join a firm that values development, client relationships and long term career progression, we'd love to hear from you.
Pay: £35,000.00-£50,000.00 per year
Application question(s):
- Do you hold a valid UK drivers licence?
- Do you hold the level 4 diploma in financial planning?
Work Location: In person
