TRAINEE FINANCIAL ADVISER - Central London, Level 4 Diploma Essential, C £45,000 + Bonus + Clients

TRAINEE FINANCIAL ADVISER - Central London

Level 4 Diploma Essential

C £45,000 + Bonus + Clients provided

The Opportunity:

• Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.

• Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.

• Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).

• Average client portfolio of around £800k

• Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers.

• Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser.

• Clients, leads and referrals provided.

About you:

• Level 4 Diploma in Regulated Financial Planning.

• Looking to move into a Financial Adviser role.

• Wealth management experience is beneficial but not essential.

• Open to career changers with the right attitude and qualifications.

• Confident, personable and comfortable building relationships with high-net-worth clients.

• Ambitious and looking to build a successful long-term career in financial planning.

Please, send your CV to Jim at Financial Divisions.