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Trainee Financial Advisor
Recruit UK
·
5.0
London EC3A
•
Hybrid work
£33,000 - £38,000 a year
Full-time
Apply now

Job details

£33,000 - £38,000 a year
Annual leave, Life insurance, Private dental insurance, Company pension, Paid volunteer time, Private medical insurance, Health & wellbeing programme, Cycle to work scheme
Full-time
Hybrid work in London EC3A

Full job description

Overview

Full job description

Job Title: Junior Financial Adviser

Location: London (Hybrid)

Reference Number: 10535

Recruit UK is partnering with a well-established wealth management firm that is expanding its adviser team in London.

Are you looking to take the next step towards becoming a fully qualified Financial Planner? This is an excellent opportunity to join a highly respected wealth management firm offering a structured development pathway, hands-on client exposure and full support towards achieving Chartered status.

With a salary of up to £38,000, hybrid working (3 days in the London office) and a clear progression route into an advisory role, this position is ideal for someone who has completed Level 4 or is actively working towards the Diploma and is eager to build a long-term career in financial planning.

Why Apply?

  • Up to £38,000 basic salary
  • Hybrid working with just 3 days per week in the London office
  • Structured career pathway towards becoming a Financial Adviser
  • Full study support and ongoing professional development
  • Exposure to client meetings, financial planning and technical research
  • Opportunity to work alongside experienced Financial Planners and Advisers
  • Clear progression towards Chartered status
  • Excellent role for candidates from IFA Administration, Paraplanning or Financial Planning support backgrounds

The Role

You'll work closely with experienced Financial Planners, supporting them with client servicing, report preparation, research and implementation of recommendations. You'll gain valuable exposure to the full financial planning process, including client meetings, technical research, provider liaison and suitability report preparation.

This is a hands-on development role designed to equip you with the technical knowledge, practical experience and qualifications needed to progress into a fully qualified adviser position.

What We're Looking For

  • Level 4 Diploma completed or actively working towards completion
  • Experience within an IFA, wealth management or financial planning environment
  • Strong communication and relationship-building skills
  • Excellent organisation and attention to detail
  • A genuine desire to progress into a Financial Adviser role
  • Positive, proactive and client-focused approach

Benefits Package

  • 30 days annual leave, with the option to buy up to 3 additional days and carry over up to 5 days unused holiday.
  • Hybrid working with just 3 days per week in the London office.
  • Generous pension contribution
  • Private Medical Insurance
  • Life Assurance
  • Income Protection
  • Critical Illness Cover provided from day one.
  • Full access to health and wellbeing support
  • Funded professional qualifications and professional membership support
  • Cycle to Work Scheme
  • One paid volunteering day each year.

This is a fantastic opportunity for an ambitious individual seeking a clear route into financial advice with the support, training and mentoring needed to build a successful long-term career.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Pay: £33,000.00-£38,000.00 per year

Benefits:

  • Company pension
  • Health & wellbeing programme
  • Life insurance
  • Paid volunteer time
  • Private dental insurance
  • Private medical insurance
  • Work from home

Work Location: Hybrid remote in London EC3A

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