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.

You must have successfully completed the full CII Diploma in Regulated Financial Planning (Level 4) or an equivalent Level 4 qualification. Candidates currently studying towards Level 4 are not eligible.

What we provide

• Clear pathway to becoming an adviser
• Hands-on mentorship
• Real exposure to clients early on
• Structured development in a team environment
• Clear milestones and defined progression checkpoints
• Increasing responsibility over time

Your 3 phase pathway

Phase 1: Foundation (Months 0 6)

Learn the craft

• Supporting a top IFA in live cases
• Writing suitability reports
• Building and interpreting cashflow models
• Exposure to client meetings
• Training in Voyant, FE Analytics, Intelligent Office
• Learning how advice is structured end-to-end

Phase 2: Development (months 6 15)

Start owning parts of the advice process

• Running sections of client meetings
• Presenting financial planning recommendations internally
• Increasing responsibility on cases
• Learning client relationship management
• Developing confidence in advice conversations

Phase 3: Transition to Adviser (months )

Increase your client facing time

• Lead your own client meetings
• Take ownership of advice delivery
• Developing relationships with clients
• Ongoing 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 role
• Strong technical grounding (Level 4 qualified at the outset)
• Confident communicating
• Curious and commercially aware
• Keen to use modern tools, including AI, to improve productivity

We are looking for someone who enjoys building relationships and is excited by the prospect of becoming a trusted adviser. Strong communication skills and commercial awareness are just as important as technical knowledge.

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

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.