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Trainee Financial Advisor

Job Specification

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    Financial Services


    My Client is a very well established family run business in South London. Providing whole of market financial planning solutions to their clients.

    Working in a collaborative and supportive team, this business celebrates its positive culture and is made from people being in the office full time.

    Applicants must already have some experience in the IFA industry to apply.

    We have a large client base and significant assets under management. We have an excellent reputation and have been rated in the top 10 IFAs in the UK on the Vouched For website.

    Servicing a very warm existing book of business, creating new opportunities in a great learning environment.

    Relevant Skills/Experience

    • Back office systems such as X-Plan or similar, FE Analytics, Cashcalc and provider platforms
    • Strong technical knowledge eg around pensions, investments and IHT planning
    • Good communication skills
    • Relevant examinations
    • Sales focussed
    • Financial services admin

    Initial salaries range will be between £30,000 – £45,000pa + bonus + pension, dependent on the role, qualifications and experience.


    Salary £30,000 - £45,000

    + Bonus

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