Trainee Financial Adviser

Trainee Financial Planner - Stoke-On-Trent, West Midlands

Ref: 729Tuesday 14 June 2022

£26,000 - £28,000

If you currently hold the Level 4 Diploma in Regulated Financial Advice, or are working towards it, and are interested in becoming a Financial Adviser, we are currently working with a Financial Planning firm who are ready to develop your skillset to achieve this in 12 -24 months. 

On offer is an inclusive environment that promotes teamwork at the core of its culture. You will be working as part of a productive, high performing team under supervision from a dedicated Mentor, providing support to Sales Managers and Advisers in a Trainee Adviser capacity.

The Opportunity

This is a fantastic chance to join a national firm that has ambitious growth plans backed by strong strategies and processes.

What’s needed for me to be considered?

  • Experience within Private Independent Wealth Management
  • Ambitious and goal-orientated
  • Level 4 Diploma qualified or working towards
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Ability to take control and drive your own development and study time
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.


  • A full driving licence is useful

If this sounds like something that could be of interest, please reach out and one of our consultants will be in touch! 

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