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Trainee Independent Financial Adviser

Details


1097902


University of Staffordshire


14/07/2025


Temp - Perm


Monday - Friday. 40 hours a week


Smart Casual

Pay


£26,500


£26,500

Description

Role
Our client are seeking a motivated and ambitious individual to join their team as a Trainee Independent Financial Adviser (IFA). This is a unique opportunity to learn directly from an experienced, qualified IFA, gaining hands-on experience and comprehensive support inbuilding a successful career in financial advice.

 
Working days are Monday - Friday working 40 hours a week. Flexible working hours to work around the client.
Salary for the position is £26,500.
Office based position, but travel off site with advisor as required. Training to be provided via video, which can be done from home and off-site at the training venue (currently Knutsford)

Duties and responsibilities

  • Shadow a qualified IFA during client meetings to observe and learn best practices.
  • Assist in preparing financial recommendations and reports tailored to client needs.
  • Support the adviser in completing applications, paperwork, and compliance documentation.
  • Help maintain accurate client records and follow up on administrative tasks.
  • Participate in training sessions to develop technical knowledge and soft skills.
  • Work towards achieving industry - recognised qualifications (e.g., DipFA, Level 4 Diploma).
  • Begin building your own client bank with guidance and support from the team.
  • Stay up to date with financial products, legislation, and market trends.

Skills and experience

  • Strong interest in financial planning and wealth management.
  • Excellent communication and interpersonal skills.
  • High level of integrity and professionalism.
  • Strong organisational skills and attention to detail.
  • Willingness to learn and take initiative.
  • Ideally educated to degree level or with relevant experience (not essential).
  • Proficient in Microsoft Office and comfortable with digital tools.

Location
Derby

Benefits

  • Full training and mentoring from a qualified IFA.
  • Funded support for professional qualifications.
  • Development of soft skills including client communication, presentation, and relationship management.
  • A structured pathway to becoming a fully qualified and authorised IFA.
  • Opportunities to grow within the firm and build a long-term career
  • A collaborative and supportive working environment.

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