Trainee Financial Advisor job in London - excellent career progression

The Specialists in Financial Services Recruitment

Job Details

Trainee Financial Advisor Financial Advisor
Reference ID: 8
  • Salary/OTEStarting salary of up to £25,000 dependent upon experience plus bonuses
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
Job description

Are you seeking your next career move within financial planning to join a firm renowned for their training and development? This Trainee Financial Advisor job in London is appropriate if you have:

  • Some experience within financial planning industry
  • Hold your full Diploma in Financial Planning or close to achieving this
  • Have a network of connections you could utilise as future clients
  • Keen to quickly rise through the ranks by putting in hard work

In your role, you would be focused on the following duties:

  • Maximising your personal connections to convert into client meetings for you to identify their financial planning needs
  • Actively seeking ways of making your personal network aware of your new role within a Financial Planning firm to self-generate business to build your client bank
  • Being provided with pre-qualified booked appointments by their in-house team, for you to meet city professionals and advise them on their financial planning needs
  • Support your Senior Financial Advisor by undertaking tasks including client relationship management, paraplanning and administration

Your future

Our client is a firm believer in helping their team members progress by developing their skills and knowledge. Your career path within this company could lead to you becoming a Senior Financial Advisor with management opportunities – however this will largely be down to the work you wish to put in.

The Company

A highly regarded wealth management firm offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.

Trainee Financial Advisor Benefits

  • Starting salary of up to £25,000 dependent upon experience
  • Favourable bonus structure in place from Day 1 to enable you to earn more
  • OTE of £60,000 - £75,000+
  • Based in prestigious London offices
  • Existing team members who started as Trainee Financial Advisors have proven to achieve notable success and quickly step up the ranks
  • Dynamic environment with great team working ethic


Central London

Call us now on 0208 0044 154 or click Apply

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