Trainee Financial Adviser – Workplace Save + Protect
Listed on 2026-09-24
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Wealth Management, Financial Compliance
Trainee Financial Adviser – Workplace Save + Protect The role in brief:
An opportunity has arisen to join our Financial Planning team as a Trainee Financial Adviser, specialising in Workplace Pensions and Employee Benefits. This role has been created in response to continued growth across our corporate client base and provides an excellent opportunity for an ambitious individual looking to enhance to eventually transition into an advisory role.
Working alongside experienced advisers, you will support the delivery of workplace pension services, employee benefit solutions and corporate protection arrangements to employers and their employees across a wide range of sectors.
Who we are looking for:This is an ideal opportunity for an individual who has a genuine interest in financial services and is looking to develop a career in financial advice.
This role would particularly suit an existing , financial services administrator, paraplanner, employee benefits consultant, or someone with experience in pensions administration who is looking to make a difference in the community and eventually take the next step towards becoming a regulated financial adviser.
- 25 days’ holiday per annum plus bank holidays
- office closedown over Winter Break
- flexible Easter Break to account for other religious festivals
- on-site free parking
- employer pension contribution of 8%
- death in service life cover of 4x salary
- income protection scheme
- weekly flexi-time
- agreed overtime
- family-friendly policies including enhanced maternity, paternity, adoption and shared parental pay
- flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance with unlimited outpatient cover, extra holidays and an electric car scheme
- hybrid working
- full technical and soft skills training and support
- recruitment incentive scheme
- cycle to work scheme
- employee wellbeing portal
- access to the Wisdom app that offers health, wellbeing, financial and legal support
- dress for your day policy and dress-down Fridays
- paid sick leave
- extensive learning and development opportunities and study support
- firm-wide success bonus based on the achievement of certain financial metrics
- access to Dashlane password manager for you plus nine family members or friends
- fee-free whole of market mortgage and insurance advice
- access to Able Futures, a mental health support service.
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