Trainee Financial Adviser; Level 4 Diploma

TRAINEE FINANCIAL ADVISER – Central London

C £45,000 + Bonus + Clients provided

• Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
• Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
• Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
• Average client portfolio of around £800k
• Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers.
• Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser.
• Clients, leads and referrals provided.

• Level 4 Diploma in Regulated Financial Planning.
• Looking to move into a Financial Adviser role.
• Wealth management experience is beneficial but not essential.
• Open to career changers with the right attitude and qualifications.
• Confident, personable and comfortable building relationships with high-net-worth clients.
• Ambitious and looking to build a successful long-term career in financial planning.