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Trainee Financial Advisor – Wealth Planning; Hybrid

Job in City Of London, Central London, Greater London, England, UK
Listing for: Ortus PSR Ltd.
Full Time, Apprenticeship/Internship position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 65000 GBP Yearly GBP 65000.00 YEAR
Job Description & How to Apply Below
Position: Trainee Financial Advisor – Wealth Planning (Hybrid)
Location: City Of London

A forward-thinking financial planning firm in Cambridge seeks a Trainee Financial Advisor to deliver comprehensive financial advice under guidance. This role is ideal for experienced Paraplanners shifting into regulated advice. You'll provide client support, prepare cashflow models, and uphold compliance, with various benefits like a competitive salary up to £65,000 and structured mentoring for progression toward Chartered status. A collaborative team culture ensures a supportive transition into a financial planning career.
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