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Trainee Financial Adviser
2 weeks ago
Job description Are you ready to take the next step in your financial planning career? We're partnering with a growing, independent financial planning firm based in Coventry (Meriden), offering a rare and exciting opportunity for a Junior Financial Adviser to join their established and supportive team. You'll work directly alongside a highly experienced Financial Adviser and Director, gaining first-hand exposure to client meetings, advice delivery and complex financial planning cases, all within a firm that genuinely invests in your long-term career progression.The RoleDeliver holistic financial advice across pensions, investments and protection, supported by an experienced AdviserParticipate in client meetings, gradually building confidence and developing your client-facing capabilitiesCollaborate with Administrators to ensure a smooth and compliant advice processSupport with technical research, cashflow modelling and report preparation as you transition into a full advisory roleBenefit from a structured development and mentoring plan, designed to help you progress toward full Adviser statusWhy Apply?Salary up to £45, + discretionary bonus structureHybrid working (2-3 days office-based in Meriden, Coventry)Comprehensive training and mentoring from Senior AdvisersSupportive, forward-thinking IFA environment with strong internal cultureGenuine progression opportunities into a fully-fledged Financial Adviser positionFull study support available toward Chartered qualificationsWho's this for?A Paraplanner ready to step up into a client-facing advice role, orA Junior Financial Adviser seeking a more supportive and development-focused environmentIf you're ambitious, personable and passionate about helping clients make confident financial decisions, this is an excellent opportunity to accelerate your journey as a Financial Adviser within a firm that values growth, collaboration and long-term success. Apply today or
