Financial Adviser jobs in Somercotes

Our prestigious client are seeking a motivated and ambitious individual to join their team as a Trainee Independent Financial Adviser & Paraplanner (IFA). This is a unique opportunity to learn directly from an experienced, qualified IFA, gaining hands-on experience and comprehensive support inbuildingin building a successful career in financial advice.

Our client are an Appointed Representative of Sense Network Ltd, providing independent, whole-of-market advice. They specialise in later-life financial planning — retirement income, Inheritance Tax mitigation, trusts and succession planning — for families with estates typically between £1m and £10m. The successful candidate will begin in a paraplanning and technical support role, building the analytical foundation to progress, with full support, towards authorised adviser status.

Working days are Monday - Friday working 40 hours a week. Flexible working hours to work around the client. Salary for the position is £26,500, agreed increments on examination attainment and progress.

Office-based position (Hilton, Derbyshire), but travel off site with the adviser as required. Training to be provided via video, which can be done from home and off-site at the training venue (currently Knutsford)

Duties & Responsibilities:

• Shadow a qualified IFA during client meetings to observe and learn best practices.
• Assist in preparing financial recommendations and reports tailored to client needs.
• Prepare suitability reports and supporting research under the supervision of the adviser.
• Conduct provider, product and fund research across pensions, investments and trust-based solutions.
• Assist with cashflow modelling and the analysis of retirement income, Inheritance Tax and estate planning options.
• Liaise with providers and platforms to obtain valuations, illustrations and policy information.
• Support the adviser in completing applications, paperwork, and compliance documentation.
• Help maintain accurate client records on our CRM (Intelligent Office) and follow up on administrative tasks.
• Participate in training sessions to develop technical knowledge and soft skills.
• Work towards achieving industry - recognised qualifications (e.g., DipFA, Level 4 Diploma).
• Develop relationships with the next generation of our existing client families, supporting succession and intergenerational planning.
• Stay up to date with financial products, legislation, and market trends.

Skills & Experience

• Strong interest in financial planning and wealth management.
• Excellent communication and interpersonal skills.
• High level of integrity and professionalism.
• Strong organisational skills and attention to detail.
• Willingness to learn and take initiative.
• Ideally educated to degree level or with relevant experience (not essential).
• Proficient in Microsoft Office and comfortable with digital tools.
• A genuine interest in later-life planning, Inheritance Tax and succession is highly desirable.
• A patient, empathetic manner with older and potentially vulnerable clients, consistent with Consumer Duty.

Benefits:

• Full training and mentoring from a qualified IFA.
• Funded support for professional qualifications.
• Development of soft skills including client communication, presentation, and relationship management.
• A structured pathway to becoming a fully qualified and authorised IFA.
• Exposure to wills, trusts and Lasting Powers of Attorney through our connected practice, Calder Succession.
• Support towards specialist later-life accreditation (e.g. SOLLA) as you progress.
• Opportunities to grow within the firm and build a long-term career
• A collaborative and supportive working environment.

Pay: £26,500.00 per year

Work Location: In person