Trainee Adviser (structured training programme)

About the company

With just over 100 employees, spread across London, Hungerford, Woking and the Midlands - this is an established and growing Chartered and award-winning financial planning business with an excellent reputation for developing and retaining its people.

The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events.

We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention. People join, develop and stay because they feel supported and can see where their career can go.

Your tasks

This is a rare opportunity to join an established Trainee Financial Planner programme with a proven track record of developing high-quality Advisers.

A Genuine Route into Advice This isn't simply a trainee role with the hope of progression further down the line. There is an established programme designed specifically to help you develop into a Financial Adviser.

You'll be supported by an experienced Adviser Development Manager, who will work with you throughout the programme - The programme is designed to develop you into a Financial Adviser over typically five years, giving you the technical knowledge, qualifications, client experience and professional skills required to succeed.

The programme is designed around your individual development, with support provided across both the technical and softer skills needed to become a successful Adviser.

Requirements

The Opportunity Are you thinking seriously about a career as a Financial Adviser and looking for a structured programme that will help you get there?

Perhaps you're an education leaver or early on in your career journey since leaving education and looking to start a career in financial planning.

Maybe you are already working within financial planning but frustrated by the lack of a clear route into advice

Or you're considering a career change and ready to dedicate yourself to developing a new profession?

Who Would This Suit? This programme is designed for people who are genuinely committed to building a career in financial advice.

We're looking for someone who

• Has a genuine interest in financial planning and becoming a Financial Adviser
• Is committed to learning and developing over the course of the programme
• Has excellent communication and relationship-building skills
• Works well with others and enjoys being part of a collaborative team
• Is dependable, professional and takes responsibility for their work
• Has the ambition and drive to achieve their goals
• Demonstrates integrity and a client-focused approach
• Is comfortable developing their networking and relationship-building skills
• Is willing to put the work into both the technical qualifications and the softer skills required to become a successful Adviser

If becoming a Financial Adviser is something you're genuinely committed to, and you're looking for a business that will invest in you, give you a structured route forward and surround you with people who can help you get there, this is a rare opportunity to start that journey.

What we offer

Salary: Starting at £33,000, increasing to £36,000 once 4+ exams towards the Diploma are passed, with a further salary increase on completion of the Diploma

That includes

• Support towards the qualifications required for your role and onward progression towards Chartered status
• An individual development plan based around your strengths and areas for development
• Exposure to experienced Advisers and Financial Planners
• Development of client-facing and communication skills
• Building the confidence, ambition and professional skills required for advice
• A collaborative and supportive approach throughout your development

Qualifications & Salary Progression Your professional qualifications form an important part of the programme, with the business investing in your development throughout.

• Starting salary of £33,000
• Salary increasing to £36,000 once 4 or more exams have been passed
• Further salary increase on completion of the Diploma
• Full support towards the qualifications required for progression
• Continued development and support towards Chartered status

What's else is on offer

• Dedicated Adviser Development Manager
• Structured individual development plan
• Full support towards professional qualifications
• Exposure to experienced Chartered Financial Planners and Advisers
• Modern central London office
• 32 days annual leave including bank holidays
• Option to buy and sell holiday
• Private medical insurance
• Income protection
• Death in Service
• Company pension scheme
• Rail Season Ticket Loan
• Regular team and company-wide social events

Other

Trainee Financial Planner Location: Hungerford - Trips to London office included

This opportunity is in their Hungerford office, where the new hire will benefit from collaboration with 11 advisers and 7 other administrators/paraplanners - whilst also benefiting from wider support from the London team.