Job Title: Trainee Financial Adviser

Location: Chorley

Employed role OTE £45,000 (Year 1)

Job Ref: 10302

The Opportunity

Looking to take the next step into a Financial Adviser role?

Recruit UK is partnering with a well-established, independent wealth management firm in Chorley to find a Trainee Financial Adviser. This firm is committed to making financial planning accessible and meaningful, helping clients live confidently without financial stress.

You’ll benefit from a structured training programme designed to support your transition into a fully qualified adviser. With ongoing guidance and mentorship, you’ll be given the tools and confidence to succeed in your new role.

Responsibilities

· Meet with clients (often alongside a senior adviser) to understand their financial goals and circumstances

· Provide basic financial advice on pensions, investments, and protection products

· Review existing client portfolios and suggest adjustments where appropriate

· Prepare and present suitability reports and recommendations

· Maintain ongoing relationships with clients and handle queries

· Liaise with providers (e.g., Aviva, Standard Life) to implement advice

· Ensure all advice and processes comply with Financial Conduct Authority regulations

· Monitor client portfolios and assist with regular reviews

· Generate new business through referrals, leads, or networking

· Keep accurate client records and update CRM systems

What’s on Offer

• £35,000 starting salary + £10,000 bonus (Year 1)
• Employee ownership/share scheme
• Strong long-term earning potential
• Hybrid working and flexible arrangements
• Pre-qualified leads provided
• Ongoing bonuses (not target-driven)
• Full training programme and continued support
• Mentorship from experienced advisers
• Friendly, social team with regular events
• Community-focused business culture

About You

• Level 4 Diploma in Regulated Financial Planning (or close to completion)
• Motivated and driven to build a successful advisory career
• Previous financial services experience (desirable, not essential)
• Background in sales or customer-facing roles preferred

About Recruit UK

Recruit UK specialises in financial services recruitment, offering expert insight and access to a network of over 100,000 industry professionals. We’re committed to helping you find a role that fits not just your skills, but your long-term career goals.

Our Commitment to You

• Personalised, in-depth career support
• Honest market feedback
• Access to exclusive opportunities
• Focus on long-term career satisfaction
• Nationwide reach with a local approach
• No unnecessary follow-ups or pressure

Additional Information

Due to high application volumes, we will contact successful applicants within 7 working days. If you do not hear from us in this time, please assume your application has been unsuccessful on this occasion. Your details may be retained for future suitable opportunities.