Trainee Financial Adviser Hybrid

Are you a Trainee/Junior Financial Adviser lacking structure in your current role? Or you may be a Paraplanner or experienced technical Administrator with your Level 4 Diploma, looking to take the next step in your career? Or perhaps you feel you aren't seeing the career progression once promised in your current role?

An excellent opportunity has arisen for a Trainee Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Advisers.

Our client is a highly respected business and is offering a rare opportunity for a Paraplanner or a technical Administrator with their Level 4 Diploma to transition into a Financial Adviser role. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for someone looking to take the next step into client-facing role.

The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long‑term relationships and delivering exceptional client outcomes.

Our client has invested heavily in technology, training and adviser support, allowing Financial Advisers to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work‑life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture.

You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into a Financial Planner role. You will also be provided with existing clients once competent, as well as marketing and business development support to grow your client book.

• Salary to £42,000
• Excellent bonus structure
• Clear pathway into a Financial Adviser role
• Full training, mentoring and development support
• Dedicated Administrator and full paraplanning support (upon reaching Adviser status)
• Full study support towards Chartered status, including study days for exams
• Flexible and hybrid working environment
• Genuine autonomy and trust
• Excellent Training & Competence support
• AI support in place to reduce administration and increase efficiency

• 26 days holiday plus bank holidays
• Private Medical Insurance
• Private GP service
• Health Cash Plan
• Income Protection
• Life Assurance (4x salary)
• Employee Assistance Programme
• Pension (6% employer / 3% employee contribution)
• Full study support towards Chartered status
• Excellent company culture with regular social and networking events

• Level 4 Diploma qualified
• Trainee/Junior Financial Adviser, Paraplanner or experienced technical Administrator seeking a clear route into a Financial Planner role
• Strong technical knowledge and a genuine passion for financial planning
• Excellent communication and relationship‑building skills
• Individuals seeking a long‑term opportunity within a supportive and growing independent firm

This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long‑term career development. With an established client bank provided as part of your transition into advice and a clear pathway into a Financial Adviser role, this position offers an exceptional platform on which to build a successful advisory career and earn very well.