Trainee Financial Adviser

Trainee Financial Adviser Location: Near Huntingdon (hybrid working) Salary: £35,000-£45,000 DOE About the Role Our client is seeking a motivated and diploma-qualified (or close to qualifying) individual to join a highly respected and established Chartered Financial Planning firm. This employed position offers an excellent opportunity for career progression within a supportive and professional environment. Role Overview The successful candidate will work closely with a Senior Financial Planner, providing research, executive support, and client service assistance. Initially focused on supporting the Senior Financial Planner with client coordination and advisory preparation, this role is designed as a development pathway, gradually evolving to include direct responsibility for managing a portfolio of clients. This is a rare opportunity for an ambitious, analytical, and client-focused professional to gain first-hand exposure to senior-level strategy and client engagement. Key Responsibilities Assist the Senior Financial Planner in delivering tailored holistic financial planning solutions to clients by gathering and analysing information to identify needs and provide appropriate recommendations. Stay up to date with product, technical, and legislative developments. Maintain expected performance standards and ensure full compliance with regulatory and firm procedures. Support consumer outcomes at all times, acting in line with Consumer Duty principles. Attain and maintain competent status as defined by the Financial Conduct Authority (FCA) and hold a Statement of Professional Standing (SPS) from an accredited body. Achieve and record a minimum of 35 hours of CPD annually (including 21 hours of structured CPD). Maintain accurate Training and Competence records and CPD logs. Build strong client relationships, aiming to generate referrals where appropriate. About You Level 4 Diploma in Financial Planning (or equivalent). Strong understanding of FCA compliance and regulatory requirements. Excellent communication skills with the ability to build trust and rapport with colleagues, clients, and stakeholders. Commercially minded with the ability to contribute towards business growth. Highly professional, organised, and detail-oriented in all aspects of work. Whats on Offer Competitive salary Comprehensive employee benefits plan Pension contributions matched up to 5% Flexible and hybrid working arrangements Regular team-building activities