More jobs:
Trainee Financial Adviser
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-07-23
Listing for:
Financial Divisions
Apprenticeship/Internship
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Overview
Independent Financial Planning Firm offering up to £45,000 Basic + Bonus. Clients Provided.
Why Join?- Clients, leads and referrals provided – focus on developing advice skills rather than cold prospecting.
- Work with a high‑net‑worth client base, including affluent UK clients and UK‑based US nationals.
- Exposure to a broad range of financial planning areas:
- Pensions
- Investments
- Protection
- Inheritance Tax Planning
- International & Cross‑Border Planning
- QROPS
- Benefit from an established professional introducer network including Law Firm, Accountancy Practice, FX Broker.
- Full administrative and paraplanning support, allowing focus on client relationships and adviser development.
- Level 4 Diploma in Regulated Financial Planning.
- Aspiring Financial Adviser looking to transition into an advisory role.
- Wealth management experience.
- Strong relationship‑building and communication skills.
- Ambitious, driven and committed to building a long‑term career in financial planning.
Apply directly to ursul for a confidential conversation.
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