Details
1114274
University of Staffordshire
20/07/2026
Ongoing
Monday - Friday. 40 hours a week
Smart Casual
Pay
£26,500
£26,500
Description
Role
Our prestigious client are seeking a motivated and ambitious individual to join their team as a Trainee Independent Financial Adviser & Paraplanner (IFA). This is a unique opportunity to learn directly from an experienced, qualified IFA, gaining hands-on experience and comprehensive support inbuildingin building a successful career in financial advice.
Our client are an Appointed Representative of Sense Network Ltd, providing independent, whole-of-market advice. They specialise in later-life financial planning — retirement income, Inheritance Tax mitigation, trusts and succession planning — for families with estates typically between £1m and £10m. The successful candidate will begin in a paraplanning and technical support role, building the analytical foundation to progress, with full support, towards authorised adviser status.
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 (Hilton, Derbyshire), but travel off site with the adviser 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.
- Prepare suitability reports and supporting research under the supervision of the adviser.
- Conduct provider, product and fund research across pensions, investments and trust-based solutions.
- Assist with cashflow modelling and the analysis of retirement income, Inheritance Tax and estate planning options.
- Liaise with providers and platforms to obtain valuations, illustrations and policy information.
- Support the adviser in completing applications, paperwork, and compliance documentation.
- Help maintain accurate client records on our CRM (Intelligent Office) 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).
- Develop relationships with the next generation of our existing client families, supporting succession and intergenerational planning.
- 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.
- A genuine interest in later-life planning, Inheritance Tax and succession is highly desirable.
- A patient, empathetic manner with older and potentially vulnerable clients, consistent with Consumer Duty.
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.
- Exposure to wills, trusts and Lasting Powers of Attorney through our connected practice, Calder Succession.
- Support towards specialist later-life accreditation (e.g. SOLLA) as you progress.
- Opportunities to grow within the firm and build a long-term career
- A collaborative and supportive working environment.