Trainee Financial Advisor

Financial Advisor career pathway | £40,000 basic salary | Full academy training and qualifications | Clear route into financial advice

If you're successful in sales and looking to build a career as a Trainee Financial Advisor, this opportunity offers a structured pathway into financial services, professional qualifications, and long-term progression towards becoming a qualified Financial Advisor. Whether you already have some exposure to financial services or are looking to transition into the industry, you'll receive the training and support needed to build a successful career in financial advice.
You'll join a dedicated academy programme where you'll receive one-to-one coaching from an experienced Academy Trainer, gain industry-recognised qualifications, and develop the knowledge and skills needed to become a qualified Financial Advisor. No previous financial services qualifications are required.

Package & Benefits

• Salary £40,000 per annum.

• Realistic OTE of £65,000 per annum.

• Monday to Friday working hours, 9:00am to 5:00pm.

• Full academy training programme with dedicated one-to-one support.

• Support to achieve industry-recognised financial services qualifications.

• Private healthcare.

• Profit share scheme.

• 8% employer pension contribution.

• Death in service cover.

• Modern, high-specification office in a prime Manchester city centre location.

• Complimentary snacks, refreshments, and premium bean-to-cup coffee.

• On-site shower facilities and Pilates studio access.

• Regular social events and team incentives.

About the Company
You will be joining a growing financial services business with a mission to make financial advice more accessible and easier to understand. The business specialises in pensions, retirement planning, pension reviews, and broader financial planning, while investing heavily in developing future Financial Advisors through its academy programme.

Key Responsibilities

• Speak with prospective clients who have already engaged with the business and are progressing through the financial advice process.

• Build trust and rapport with clients while explaining the financial planning journey and answering questions about pensions, retirement planning, and financial advice.

• Gather key information and obtain Letters of Authority to support pension reviews, retirement planning, and financial advice recommendations.

• Develop your knowledge, qualifications, and expertise through structured academy training and ongoing professional development.

About You

• Experience in sales, business development, customer retention, or a client-facing commercial role.

• Financial services experience within areas such as pensions, insurance, mortgages, banking, investments, or protection would be advantageous but is not essential.

• Motivated to build a long-term career in financial advice and willing to undertake professional qualifications through a structured academy programme.

If you're interested in becoming a qualified Financial Advisor and building a long-term career in financial services, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion.