Trainee /Financial Adviser

Are you ambitious, client-focused, and looking for a rewarding career with long-term potential? A leading independent insurance broker is seeking a Trainee Financial Adviser / Financial Adviser to join its growing team. This is a fantastic opportunity for someone eager to develop their career in financial services within a supportive and forward-thinking environment.

In this role, you'll support the delivery of tailored financial advice by researching and preparing reports, presenting findings to clients, and attending meetings alongside Relationship Managers. You’ll also manage and maintain client records, including due diligence, risk assessments, and profiling, while ensuring all systems are kept up to date. Regular client interaction will include ad hoc meetings and proactive problem-solving to maintain high service standards. Staying informed about providers and financial products will be key to supporting client needs effectively.

The ideal candidate will be an excellent communicator with strong administrative skills, able to work independently while also contributing to the wider team. A willingness to work towards the Level 4 Diploma in Regulated Financial Planning (Dip PFS) is essential.