Trainee Financial Advisor

3 days ago


Greater London, United Kingdom Ortus PSR Full time

Ready to step into advice but not sure where you\'ll get the support? This is your chance to move into a Financial Adviser role with clarity, structure, and full backing. Whether you\'re a senior paraplanner, associate planner, or technical consultant ready for your own client bank — this is where your next chapter starts.OverviewAbout the Role We’re working with a rapidly expanding London-based wealth planning firm that’s changing the game for financial advice accessibility. Founded by an experienced planner determined to do things differently, the business has grown fast — building a loyal HNW client base and a standout reputation for values-led advice. Now, they’re looking for someone technically excellent who’s ready to transition into a client-facing advisory position within 12–18 months. This role blends hands-on planning work with exposure to clients, strategic input, and full support to become a trusted adviser in your own right.Why This Firm?You’ll be joining a tight-knit, driven team where ambition is matched by support. It’s a culture built on energy, trust, and shared success — not hierarchy. You’ll work directly alongside the founder, benefit from structured mentoring, and have clear, achievable milestones toward full advisory status.LocationLondonSalary & Package£45,000 – £65,000 depending on experienceOtherDiscretionary ... #J-18808-Ljbffr



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