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.