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Trainee Financial Adviser – Clients, Leads
Job in
Central London, Greater London, England, UK
Listed on 2026-01-11
Listing for:
Financial Divisions
Full Time, Apprenticeship/Internship
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Trainee Financial Adviser – Clients, Leads & Full Training Provided
Central London
£50,000 + bonus | Career-defining opportunity
Move from Paraplanning into Financial Advice with clients, leads, and full support.This award-winning Chartered Financial Planning firm is seeking a Trainee Financial Adviser to join its growing team after a record year of performance.
You’ll work with HNW and UHNW clients
, receiving structured on-the-job training, study support, and direct exposure to client relationships from the outset.
- Attend and lead client meetings (with support)
- Receive structured adviser training
- Progress into managing a client bank
- Work across pensions, investments, tax, and estate planning
- Background in Paraplanning (c. 18 months+)
- Studying towards Level 4 Diploma
- Strong client communication skills
- Clear ambition to become an Adviser
- £50,000 basic + bonus
- Clients and leads provided
- Hybrid working model
- Outstanding long-term progression
Please send your CV or contact us for a confidential discussion.
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