Trainee Financial Adviser

Trainee Financial Adviser 

Salary up to 45k dependent on skills and experience

24-month pathway programme

Full time permanent role

Hybrid working, London office

We are building the next generation of high-performing financial advisers.

This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser – with the support, training, and mentorship of our hugely experienced team.

Radcliffe and Newlands Wealth are looking for level 4 qualified individuals with experience of working within a paraplanning role previously.

What we provide

Clear pathway to becoming an adviserHands-on mentorshipReal exposure to clients early onStructured development in a team environmentClear milestones and defined progression checkpointsIncreasing responsibility over time

Your 3 phase pathway

Phase 1: Foundation (Months 0–6)

Learn the craft

Supporting a top IFA in live casesWriting suitability reportsBuilding and interpreting cashflow modelsExposure to client meetingsTraining in Voyant, FE Analytics, Intelligent OfficeLearning how advice is structured end-to-end

Phase 2: Development (months 6–15)

Start owning parts of the advice process

Running sections of client meetingsPresenting financial planning recommendations internallyIncreasing responsibility on casesLearning client relationship managementDeveloping confidence in advice conversations

Phase 3: Transition to Adviser (months 15–24)

Increase your client facing time

Lead your own client meetingsTake ownership of advice deliveryDeveloping relationships with clientsOngoing coaching from senior advisers

Personal attributes and ambitions

This programme is designed for individuals who are driven to become top-tier advisers rather than those remaining in a support roleStrong technical grounding (Level 4 qualified at the outset)Confident communicatingCurious and commercially awareKeen to use modern tools, including AI, to improve productivity

Interested?  Send your cv today to be considered for this fantastic opportunity.

 

 

 

 

INDLS

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.