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Trainee Financial Planner - Adviser Academy

Taylor James Professional Recruitment

Are you ready to take the next step towards becoming a fully qualified Independent Financial Adviser?

We’re exclusively partnered with one of the City of London’s leading independent financial planning firms, currently hiring Trainee IFAs for their in-house Adviser Academy.

Key Requirements

  • Level 4 qualified or nearing completion (essential)
  • Minimum 18 months experience within financial services (essential)
  • Proven experience in client services administration or paraplanning (essential)

The Package (during the academy)

  • Starting basic salary of up to c£45,000
  • Attractive Bonus Scheme
  • Hybrid working (3 days in the office)
  • 30 days holiday + bank holidays (rising)
  • Full study support
  • Private Medical Insurance
  • Life Cover
  • Company Pension Scheme

Academy Offering

  • Structured and tailored development plan
  • Expert training & ongoing mentoring
  • Opportunity to gain hands-on client meeting experience
  • Deep, practical understanding of the financial planning process

To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn.