Trainee Financial Advisor

Looking for a change in Career? Take a look!

Job Title: Trainee Financial Advisor

Location: Swindon (Hybrid - training period office-based)

Salary: From £40,000 - £45,000

Benefits: Up to 10% matched pension contributions, critical illness cover, income protection, death in service, 27 days holiday + bank holidays (with the option to buy 10 more), PMI, dental insurance, and a range of additional flexible lifestyle benefits.

This national financial services partnership has been developing financial advisers for over 50 years, with a strong reputation for progression, training, and community. The business is recognised for its unique adviser development pathway, offering individuals the tools, mentoring, and structured support to grow from entry-level roles into fully qualified Wealth Advisers. You'll join a culture that values inclusivity, flexibility, and long-term career growth, backed by a network of experienced professionals.

Are you ready for a career change? This is an exciting opportunity for professionals from diverse backgrounds - whether ex-military, professional sports, teaching, or other high-performance careers - to retrain as financial advisers.

Through the in-house Business School, you'll complete a structured training programme, achieving the Level 4 Diploma in Regulated Financial Planning while earning a competitive salary. From your first role in administration, through paraplanning, and onto advising, you'll follow a clear career pathway designed to give you the technical expertise, regulatory qualifications, and real-world experience to succeed as a Wealth Adviser.

• Complete structured training and development through the in-house Business School
• Progress through the Adviser Lifecycle - from Administrator to Paraplanner, Mortgage & Protection Adviser, and ultimately Wealth Adviser
• Build strong client relationships and learn how to deliver holistic financial planning
• Commit to personal and professional development, working towards regulatory qualifications
• Apply existing skills (leadership, resilience, problem-solving, relationship management) to a new career path

• A successful prior career in a demanding role (military, sport, teaching, professional services, or similar)
• Self-motivated, curious, and committed to learning
• Strong relationship-building and stakeholder management skills
• Adaptability, resilience, and drive to succeed in a new industry
• Passion for helping clients achieve their financial goals