Trainee Financial Advisor

Trainee Independent Financial Adviser (IFA) Location: Flexible – occasional office presence required Salary: £40,000 benefits Contract: Employed, full-time I am working with a highly respected and well-established financial planning firm, founded over 30 years ago and part of a leading UK advice network for more than two decades. The business has a healthy number of Advisors, supported by a healthy ratio of back-office staff, and is experiencing significant growth. This firm has ambitious plans to expand, including integrating smaller businesses into their operation. They have a loyal, predominantly local client base and pride themselves on a professional, inclusive, and supportive culture. The Role We are looking for a Level 4 qualified financial services professional to join the team as a Trainee Independent Financial Adviser. This is a fantastic opportunity for someone who has gained the qualification but is looking for the right environment, support, and mentorship to build a long-term career in advice. Key benefits of the role include: Mentorship from very experienced directors Backing of a major advice network, offering compliance, marketing, resources, and tailored development programmes Exposure to a diverse range of clients A collaborative and supportive working environment with clear progression routes Candidate Profile Level 4 Diploma in Financial Planning (or equivalent) – essential Ambitious, client-focused, and eager to develop Strong communication skills with the ability to work independently Committed to building a successful career within a growing business Why This Opportunity Stands Out A rare employed trainee adviser role with a competitive salary package The best of both worlds – the independence of an IFA with the backing of a major network A forward-thinking, expanding business with a strong local reputation

Location: Coventry, UK, GB

Posted Date: 8/25/2025