Graduate Financial Advisor (Progression to CAS)

Graduate Financial Advisor (Progression to CAS)

Newcastle

30,000 - 35,000 + Progression and Training + Pension structure + Studying allowance

Are you looking to start a career in financial advice and wealth management, with the ambition to become a fully qualified Financial Adviser through structured training and support?

Do you want to join a company that offers long-term career development, professional qualifications, and the opportunity to build strong, trusted client relationships?

On offer is an excellent opportunity to join a supportive and professional team environment, with full training, mentoring, and support towards achieving the Diploma in Financial and Competent Adviser Status. You will work alongside experienced advisers, paraplanners, and support staff while developing your knowledge and skills within a highly reputable wealth management firm.

In this role, you will support Financial Advisers with client reviews, data gathering, and preparation of financial planning recommendations. You will develop an understanding of holistic financial advice across pensions, investments, protection, and tax-efficient planning, with clear progression into an Associate and fully qualified Financial Adviser role.

The ideal candidate is motivated, professional, and career-driven, with a strong interest in financial planning and a desire to gain qualifications and progress long-term within wealth management.

The Role:

• Supporting advisers with client meetings and financial reviews
• Assisting with fact-finds, research, and suitability reports
• Learning financial planning across pensions, investments, protection, and tax planning

The Person:

• Strong interest in financial advice and wealth management
• Working towards or willing to study for the Level 4 Diploma in Financial Advice
• Excellent communication and relationship-building skills

Reference Number: BBBH23711

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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