Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Trainee Financial Adviser

Location:

Balsall Common (Office-Based)

Salary:

£25,000 – £35,000 (dependent on experience)

Why Join Us?

This is an excellent opportunity for an ambitious individual looking to build a long-term career in financial advice. You will work closely with experienced Financial Advisers and the firm’s Director, gaining hands-on exposure to real client cases while developing the technical knowledge and confidence required to become a qualified Financial Adviser.

This role offers a structured development pathway with full support towards exams and professional growth.

Benefits:

• Competitive starting salary with progression opportunities
• Pension scheme
• 25 days holiday plus bank holidays
• Full study support for Level 4 Diploma in Financial Planning
• Structured training and mentoring programme
• Clear pathway to becoming a Financial Adviser
• Supportive and collaborative team environment

About the Company:

Our client is a respected and growing financial planning firm, providing holistic advice to private clients. They are committed to developing future talent and offer a strong learning environment where trainees can build both technical expertise and client-facing experience.

Key Responsibilities:

• Work closely with Financial Advisers and the Director to support client cases
• Assist in preparing financial planning recommendations and reports
• Conduct research across pensions, investments, and protection products
• Support the advice process from fact-find through to implementation
• Liaise with providers and internal teams to progress client cases
• Develop technical knowledge through study and on-the-job training
• Attend client meetings to observe and gradually build advisory experience
• Maintain accurate client records and documentation

What We’re Looking For:

• A strong interest in becoming a Financial Adviser
• Previous experience in financial services or an IFA support role (preferred)
• Keen willingness to study towards Level 4 Diploma in Financial Planning
• Strong communication and interpersonal skills
• Good analytical and problem-solving ability
• High attention to detail and professionalism
• Ability to learn quickly and take on responsibility over time

Desirable Skills:

• Degree or relevant financial services qualifications
• Experience in an IFA or wealth management environment
• Exposure to financial planning systems or client servicing
• Basic understanding of pensions, investments, and protection products

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.