Trainee Financial Adviser — CAS Path

Our client is a well‑established, family‑focused independent financial advisory firm with a growing client base and ambitious expansion plans. They are now looking to recruit a fully qualified level 4 diploma professional who is looking to develop their career towards full Competent Adviser Status (CAS) within a supportive and collaborative environment.

This opportunity would suit an individual with a strong background in sales, banking, mortgages, customer service, or financial services who enjoys building relationships and delivering excellent client outcomes.

As a Trainee Financial Adviser, responsibilities will include:

• Building relationships with clients and gathering key financial information
• You will be given a book of roughly 45 clients once you have achieved CAS or after probation
• Conducting research and presenting suitable recommendations
• Reviewing risk assessments, portfolio performance and asset allocation
• Working closely with the wider team to deliver the best outcomes for clients
• Managing client interactions both face‑to‑face and via online meetings
• Operating in a hybrid working environment between home and office

• Salary between £35,000‑£40,000
• Salary rises to £45,000 after probation and £50,000 after 12 months
• Generous bonus structure once targets are achieved
• Flexible working arrangements
• Private medical cover following probation
• Contributory pension scheme
• Death‑in‑service benefit
• Gym membership
• Comprehensive training and mentoring programme
• Clear pathway to achieving CAS status
• Existing client bank provided upon achieving CAS status

• Level 4 diploma in Financial Planning (or equivalent)
• Previous face‑to‑face sales or customer‑facing experience
• Experience with in sales, banking, mortgages, customer service, or financial services
• Strong communication, literacy and numeracy skills
• Proficiency in Microsoft Office, particularly Word, Excel and Outlook
• Genuine interest in financial planning and helping clients achieve positive outcomes
• Full UK driving licence
• Willingness to complete DBS checks
• Flexibility to work occasional evenings and weekends when required

If you are looking to develop your career within financial planning and join a supportive business with long‑term progression opportunities, we would love to hear from you.

We are an equal‑opportunity employer and welcome applications from all suitably qualified candidates. Remuneration offered will depend on experience, qualifications and overall skill set.