Trainee Financial Advisor

About the company

We're partnering with an award winning financial planning firm looking for a Level 4 Diploma qualified individual who is keen to develop their career and move into an advisory role.

If you've achieved your Level 4 Diploma and are looking for the right opportunity to take that next step, this could be the ideal move. Join a firm where clients come first, relationships matter and you'll be supported to become the adviser you want to be.

Your tasks

What's in It for You?

• Competitive basic salary, dependent on experience
• Bonus and commission potential
• Full training and support to develop into an advisory role
• Qualified leads and existing clients provided
• No requirement to generate your own business or bring a client bank
• Dedicated paraplanning and administrative support
• Ongoing professional development and clear career progression
• Friendly, collaborative team and modern offices in Taunton

Requirements

Level 4 qualified and ready to take the next step into financial advice?

The Role

• Develop the knowledge, skills and confidence needed to become a successful Financial Adviser.
• Work with new and existing clients to understand their financial needs, circumstances and long term goals.
• Learn to deliver tailored financial planning advice across areas such as pensions, investments and protection.
• Build trusted, long term client relationships through a personal, supportive and client-first approach.
• Work closely with experienced advisers, paraplanners and administrators, learning from an established and supportive team.
• Develop your technical knowledge and practical advisory skills, with full training and guidance throughout your progression.

• Level 4 Diploma qualified (DipPFS, DipFA or equivalent).
• A genuine ambition to move into a Financial Adviser role and build a long-term career in advice.
• A strong interest in helping people make informed decisions about their financial future.
• Excellent communication and relationship-building skills.
• A professional, empathetic and client-focused approach.
• A willingness to learn, develop and work collaboratively as part of a supportive team.

What we offer

This is a fantastic opportunity to put your qualifications into practice, with full training, ongoing support and a clear pathway into financial advice. You'll be joining a firm that genuinely puts its clients first, with an established client base and qualified leads provided, so there's no need to bring your own clients or adopt a hard selling approach.

How to apply

We'd love to hear from you.