Trainee Financial Adviser

We are looking to speak with professionals currently working within an IFA or Wealth Management business who are ready to take the next step towards becoming a qualified Financial Adviser.

This opportunity is ideal for individuals who are part way through completing their Level 4 Diploma in Financial Advice and are seeking a structured, supportive environment to complete their studies and transition into an advisory role.

Salary up to £45,000 + Bonus

You will join our firm on a structured 18-24 month training programme, designed to develop the technical knowledge, practical skills, and professional confidence required to succeed as a Financial Adviser. Throughout the programme, you will receive hands-on experience, mentoring from experienced advisers, and support to complete your Level 4 qualification.

• Experience working within an IFA or Wealth Management business

• Progress towards the Level 4 Diploma in Financial Advice (part-complete or nearing completion)

• A clear ambition to become a Financial Adviser

• Strong communication skills and a client-focused mindset

• Professional, ethical, and motivated approach to learning and development

• A clear pathway to becoming a fully qualified Financial Adviser

• Structured training and ongoing development over 18-24 months

• Mentoring and support from experienced professionals

• Opportunity to build long-term career within a growing firm

• Hybrid working 3 days a week in London office and 2 days from home

If you are committed to developing your career in financial advice and are looking for a firm that will invest in your future, we would love to hear from you.