Job Title: Trainee Financial Adviser

Industry: Financial Planning

Location: Hybrid / Flexible Working

Salary: £32,000 – £50,000

Reference: 10322

Recruit UK are working with a boutique, owner-led financial planning firm who are looking to appoint a Trainee Financial Adviser to join the business and become a long-term part of its future.

This is a unique opportunity for someone with strong technical foundations and genuine ambition to develop into an Adviser. The firm is looking for someone who has more experience than a typical IFA Administrator and is ready to take the next step towards managing clients and building a career in advice.

The successful candidate will work closely with the owner, with the long-term aim of becoming a key part of the business over the next 5–7 years. The owner intends to remain involved in the firm, continuing to manage a small number of long-standing clients, while gradually handing over responsibility and helping the successful candidate build into a trusted Adviser.

This role would suit an energetic, driven individual who wants more than just a support position and is motivated by the opportunity to eventually inherit and manage clients.

The Role:

• Support the Director with existing client relationships and advice preparation
• Attend client meetings and gradually build confidence in a client-facing capacity
• Assist with research, suitability reports, and technical planning work
• Develop towards managing your own clients and becoming an Adviser
• Play a key role in the future growth and succession of the business

What They’re Looking For:

• Most CII R0 exams completed / close to Level 4 Diploma
• Experience within an IFA environment beyond pure administration
• Ambition to become a Financial Adviser within the next 3–5 years
• Energetic, personable, and commercially minded
• Someone who is thinking carefully about where they want to be professionally and financially in the next few years

Salary & Benefits:

• £32,000 – £50,000 depending on experience
• Hybrid / flexible working with no fixed office days
• Relaxed, adult environment focused on outcomes rather than rigid structure
• 9–5 contract, but flexibility around client and business needs
• Modern co-working office environment, with client meetings held there as required

This is an excellent opportunity for someone who wants a genuine long-term career path into advice and the chance to become an integral part of a small, growing firm.