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Trainee Financial Adviser

Recruit UK

Job Title: Junior / Trainee Financial Adviser

Industry: Financial Planning

Location: Reading

Salary: Up to £45,000

Job Reference: 10316


Job Description:

Are you a Paraplanner who is Level 4 qualified and ready to take the next step into a Financial Adviser role?

Recruit UK is working with a growing and well-established wealth management firm in Reading who are looking to appoint a Junior / Trainee Financial Adviser. This is an excellent opportunity for someone with a strong paraplanning background who wants to move into a client-facing position and continue developing their career within financial advice.

You will join a supportive business with a strong infrastructure, established client base, ongoing lead flow, and excellent paraplanning and administrative support. The firm offers a clear pathway into becoming a fully established Financial Adviser, with guidance and mentoring throughout.


Benefits:

• Salary up to £45,000

• Clear progression into a fully-fledged Adviser role

• Established client bank and ongoing lead flow

• Strong paraplanning and administrative support

• Multiple office locations available in the future

• Supportive and collaborative working environment

• Long-term career development within a growing business


Skills and Experience Required:

• Level 4 Diploma in Regulated Financial Planning

• Previous Paraplanning experience within an IFA or wealth management firm

• Desire to move into a client-facing advisory role

• Strong technical knowledge across pensions, investments and financial planning

• Excellent communication and relationship-building skills

• Motivated, professional, and looking to build a long-term career in advice


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. Right now, Recruit UK is pleased to be working with a wealth management firm in Reading on this Junior / Trainee Financial Adviser opportunity.