Trainee Independent Financial Adviser (IFA)

Location: Wokingham, Berkshire

Salary: £35,000 - £40,000 (DOE)

Start Date: August 2026 (or later by agreement)

Working Pattern: Office based initially (hybrid considered longer-term)

We are working with a well-established, independent financial planning firm based in Wokingham that is looking to appoint a Trainee Independent Financial Adviser as part of its long-term growth plans.

This is a genuine development opportunity for someone looking to build a career as a client-facing adviser, with strong mentoring, structured training, and an existing client base to inherit.

The Opportunity

You’ll join a small, professional team of advisers and support staff, working closely with senior advisers from day one. The role is client-facing, and you’ll attend meetings, shadow advisers, and gradually take responsibility for your own client relationships.

You will be:

• Gifted an initial client bank of approximately 50 clients (~£5m AUM)
• Expected to generate new business, supported by around 10 leads per month
• Developed into a fully competent adviser through structured training and hands-on experience

Training & Development

The firm has a strong track record of developing advisers and offers:

• Shadowing experienced advisers in client meetings
• Role-plays, internal assessments, and regular feedback
• Weekly one-to-one meetings with the business owner
• Full support with professional qualifications (exam fees reimbursed / funded)
• Clear progression into a full adviser role

Hybrid working may be considered longer-term, but the role will be office-based for at least the first year, particularly while completing qualifications and training.

Client Profile

• Typical client AUM: £100k+
• Client base concentrated across Berkshire, Hampshire, Surrey and the M4 corridor

This role suits someone comfortable working with established, professional clients and building long-term relationships.

Package & Earnings

• £35,000 – £40,000 base salary (depending on experience)
• Commission on initial fees only:
• Either 33% or 50% split (depending on agreement)
• Ongoing revenue reflected through annual salary reviews

About You

• Minimum 3 years experience in an IFA / Wealth Management environment
• Completed the L4 Diploma in Financial Planning (DipFA) or at least only have one or two RO exams remaining
• Local or willing to commute to Wokingham / Berkshire
• Open to career-changers with transferable skills (e.g. a background in sales, training, client facing role, or professional services)
• Confident, personable and motivated to build a long-term career as an adviser
• Happy to be office-based initially and fully immerse yourself in training

Why Join?

• Small, close-knit team with hands-on mentoring
• Immediate exposure to real clients and advice work
• Existing client bank and warm leads provided
• Clear, realistic route to becoming a successful adviser
• Stable firm with £60 - 65m AUM and strong local reputation

If you’re looking for a proper trainee IFA role with real clients, real training, and real progression, this is an excellent opportunity to build a long-term career in financial planning.

Apply now for a confidential discussion.