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Trainee Financial Adviser
Job in
Bolton, Greater Manchester, NE66, England, UK
Listed on 2026-06-19
Listing for:
Eden Rose
Full Time, Apprenticeship/Internship
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Trainee Financial Adviser – Hybrid working - up to £40,000
A growing wealth management firm is seeking a Trainee Financial Adviser to join their team. This is an excellent opportunity to start a career in financial planning with full support and professional development.
Key Responsibilities:
- Assist advisers with client research and financial analysis
- Support the preparation of suitability and recommendation reports
- Maintain accurate client records and administrative processes
- Liaise with investment, pension, and insurance providers
- Support client meetings and ongoing servicing
- Learn all aspects of financial planning, including pensions, investments, tax planning, and protection
Candidate Profile:
- Highly organised with strong attention to detail
- Excellent communication and interpersonal skills
- Motivated to develop a career in financial advice
- Some administrative or financial services experience is advantageous but not essential
- Willing to undertake professional training and qualifications
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