Trainee Adviser Opportunity

20 hours ago


Leicester, Leicester, United Kingdom CV-Library Full time

Launch Your Career in Financial Planning

We are seeking ambitious individuals to join our Trainee Adviser Programme, a fully funded training initiative that provides valuable financial knowledge and the Level 4 Diploma in Regulated Financial Planning.

The programme is designed to support your career growth in financial advice, providing a supportive environment to build confidence, gain practical advisory experience, and develop a strong professional network.

To be successful, you will require:

  • Up to three years of experience in sectors such as sales, banking, mortgages, or customer service (essential).
  • Up to two years of experience in a financial services-related role (preferred).
  • A genuine interest in financial planning and delivering excellent client outcomes.
  • A full UK driving licence (manual preferred).
  • Willingness to undergo a DBS check.
  • Regular training sessions and monthly assignments to reinforce learning.
  • Advanced technical training across key areas of financial planning.

Upon successful completion, participants will join the team as financial advisers, equipped with the skills and knowledge to excel in the role.

What's Included

This programme offers a comprehensive training package, including:

  • A contributory pension scheme.
  • Life assurance.
  • Access to a health cash plan.
  • Engagement in team-building and social events, including charity initiatives and other group activities.

With an estimated salary of £25,000 - £30,000 per annum, this opportunity is ideal for those looking to start their career in financial advice.



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