Trainee Financial Adviser

<p><strong>Trainee Financial Adviser – Hybrid working - up to &#163;40,000 </strong></p> <p>A growing wealth management firm is seeking a Trainee Financial Adviser to join their team. This is an excellent opportunity to start a career in financial planning with full support and professional development.</p> <p><strong>Key Responsibilities:</strong></p> <ul> <li>Assist advisers with client research and financial analysis</li><li>Support the preparation of suitability and recommendation reports</li><li>Maintain accurate client records and administrative processes</li><li>Liaise with investment, pension, and insurance providers</li><li>Support client meetings and ongoing servicing</li><li>Learn all aspects of financial planning, including pensions, investments, tax planning, and protection</li></ul> <p><strong>Candidate Profile:</strong></p> <ul> <li>Highly organised with strong attention to detail</li><li>Excellent communication and interpersonal skills</li><li>Motivated to develop a career in financial advice</li><li>Some administrative or financial services experience is advantageous but not essential</li><li>Willing to undertake professional training and qualifications</li></ul> <p><br /></p>