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Job Post Details

Trainee Financial Adviser - job post

Recruit UK
5.0 out of 5 stars
Norwich•Hybrid work
£35,000 - £50,000 a year - Permanent, Full-time

Job details

Pay

  • £35,000 - £50,000 a year

Job type

  • Permanent
  • Full-time

Location

Norwich•Hybrid work

Full job description

Job Title: Trainee Financial Adviser

Salary: £35,000 - £50,000 (depending on experience)
Locations: Norwich | Harlow | St Ives (Cambridgeshire) | Westerham
Working Pattern: Hybrid

About the Opportunity

Recruit UK is delighted to be working with a well established and growing financial planning firm that is looking to expand its adviser team across multiple offices.

Whether you're an experienced Financial Adviser or a Level 4 qualified professional looking to take the next step into advising, this is an excellent opportunity to join a business that genuinely invests in its people. With an existing client bank, full paraplanning and administration support, and clear progression opportunities, you'll have everything you need to build a successful career.

The Role

As a Financial Adviser, you will:

  • Build long term relationships with clients.
  • Provide holistic financial planning advice across pensions, investments and protection.
  • Understand clients' financial objectives and recommend suitable solutions.
  • Manage and develop an existing client bank while identifying opportunities for new business.
  • Carry out annual client reviews and provide an ongoing advice service.
  • Work closely with dedicated paraplanning and administration teams.
  • Ensure all advice is delivered in line with FCA and company compliance standards.

What We're Looking For

  • Level 4 Diploma in Regulated Financial Planning (essential).
  • Experienced Financial Advisers or Level 4 qualified professionals looking to move into an adviser role.
  • Strong communication and relationship building skills.
  • A client focused approach.
  • Full UK driving licence.

What's on Offer

  • £35,000 - £50,000 depending on experience.
  • Hybrid working.
  • Opportunities available across Norwich, Harlow, St Ives (Cambridgeshire) and Westerham.
  • Existing client bank provided.
  • Full paraplanning and administration support.
  • Ongoing salary reviews and career progression.
  • Supportive, collaborative working environment.
  • Opportunity to join a growing and well respected financial planning business.

If you're looking for your next move and want to join a firm that values development, client relationships and long term career progression, we'd love to hear from you.

Pay: £35,000.00-£50,000.00 per year

Application question(s):

  • Do you hold a valid UK drivers licence?
  • Do you hold the level 4 diploma in financial planning?

Work Location: In person

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