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This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Salary: Up to £45,000 (DOE) & Study Support & Bonuses
Are you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning?
We’re looking for an ambitious and driven Trainee Financial Advisor to join our client's growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor.
My client is a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families, and SME owners based across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. In their current setup, they manage the affairs of 500+ clients with assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning.
You will ideally be Level 4 Diploma in Regulated Financial Planning or 1 or 2 papers away from qualifying.
Your Responsibilities:
1. Shadow experienced advisors and support the advice process from start to finish.
2. Build strong relationships with clients, understanding their needs and goals.
3. Assist in preparing suitability reports, client reviews, and investment recommendations.
4. Learn how to manage and grow a client portfolio ethically and compliantly.
If this role sounds of interest or any other roles I am working on please get in touch - samn@financialdivisions.co.uk
Seniority level
Associate
Employment type
Full-time
Job function
Finance and Sales
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