Trainee Financial Adviser
other jobs Ortus PSR
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £35,000 - £50,000 per annum
Job Description:
Trainee Financial Adviser – 18–24 Month Development Programme
We are looking to speak with professionals currently working within an IFA or Wealth Management business who are ready to take the next step towards becoming a qualified Financial Adviser.
This opportunity is ideal for individuals who are part way through completing their Level 4 Diploma in Financial Advice and are seeking a structured, supportive environment to complete their studies and transition into an advisory role.
Salary up to £45,000 + Bonus
The Opportunity
You will join our firm on a structured 18–24 month training programme, designed to develop the technical knowledge, practical skills, and professional confidence required to succeed as a Financial Adviser. Throughout the programme, you will receive hands-on experience, mentoring from experienced advisers, and support to complete your Level 4 qualification.
What We’re Looking For
* Experience working within an IFA or Wealth Management business
* Progress towards the Level 4 Diploma in Financial Advice (part-complete or nearing completion)
* A clear ambition to become a Financial Adviser
* Strong communication skills and a client-focused mindset
* Professional, ethical, and motivated approach to learning and development
What We Offer
* A clear pathway to becoming a fully qualified Financial Adviser
* Structured training and ongoing development over 18–24 months
* Mentoring and support from experienced professionals
* Opportunity to build long-term career within a growing firm
* Hybrid working 3 days a week in London office and 2 days from home
If you are committed to developing your career in financial advice and are looking for a firm that will invest in your future, we would love to hear from you.
We are looking to speak with professionals currently working within an IFA or Wealth Management business who are ready to take the next step towards becoming a qualified Financial Adviser.
This opportunity is ideal for individuals who are part way through completing their Level 4 Diploma in Financial Advice and are seeking a structured, supportive environment to complete their studies and transition into an advisory role.
Salary up to £45,000 + Bonus
The Opportunity
You will join our firm on a structured 18–24 month training programme, designed to develop the technical knowledge, practical skills, and professional confidence required to succeed as a Financial Adviser. Throughout the programme, you will receive hands-on experience, mentoring from experienced advisers, and support to complete your Level 4 qualification.
What We’re Looking For
* Experience working within an IFA or Wealth Management business
* Progress towards the Level 4 Diploma in Financial Advice (part-complete or nearing completion)
* A clear ambition to become a Financial Adviser
* Strong communication skills and a client-focused mindset
* Professional, ethical, and motivated approach to learning and development
What We Offer
* A clear pathway to becoming a fully qualified Financial Adviser
* Structured training and ongoing development over 18–24 months
* Mentoring and support from experienced professionals
* Opportunity to build long-term career within a growing firm
* Hybrid working 3 days a week in London office and 2 days from home
If you are committed to developing your career in financial advice and are looking for a firm that will invest in your future, we would love to hear from you.
Job number 3379751
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Ortus PSR
Company size:
Industry:
Whether you are a Wealth Management or General Insurance professional looking for your next opportunity, or an organisation looking for new talent, ma...