Full job description
Trainee Independent Financial Adviser (IFA)

Location: Wokingham, Berkshire
Salary: £35,000 - £40,000 (DOE)
Start Date: August 2026 (or later by agreement)
Working Pattern: Office based initially (hybrid considered longer-term)


We are working with a well-established, independent financial planning firm based in Wokingham that is looking to appoint a Trainee Independent Financial Adviser as part of its long-term growth plans.
This is a genuine development opportunity for someone looking to build a career as a client-facing adviser, with strong mentoring, structured training, and an existing client base to inherit.


The Opportunity

You’ll join a small, professional team of advisers and support staff, working closely with senior advisers from day one. The role is client-facing, and you’ll attend meetings, shadow advisers, and gradually take responsibility for your own client relationships.
You will be:
*Gifted an initial client bank of approximately 50 clients (~£5m AUM)
*Expected to generate new business, supported by around 10 leads per month
*Developed into a fully competent adviser through structured training and hands-on experience


Training & Development

The firm has a strong track record of developing advisers and offers:
*Shadowing experienced advisers in client meetings
*Role-plays, internal assessments, and regular feedback
*Weekly one-to-one meetings with the business owner
*Full support with professional qualifications (exam fees reimbursed / funded)
*Clear progression into a full adviser role
Hybrid working may be considered longer-term, but the role will be office-based for at least the first year, particularly while completing qualifications and training.


Client Profile

*Typical client AUM: £100k+
*Client base concentrated across Berkshire, Hampshire, Surrey and the M4 corridor
This role suits someone comfortable working with established, professional clients and building long-term relationships.


Package & Earnings

*£35,000 – £40,000 base salary (depending on experience)
*Commission on initial fees only:
*Either 33% or 50% split (depending on agreement)
*Ongoing revenue reflected through annual salary reviews


About You

*Minimum 3 years experience in an IFA / Wealth Management environment
*Completed the L4 Diploma in Financial Planning (DipFA) or at least only have one or two RO exams remaining
*Local or willing to commute to Wokingham / Berkshire
*Open to career-changers with transferable skills (e.g. a background in sales, training, client facing role, or professional services)
*Confident, personable and motivated to build a long-term career as an adviser
*Happy to be office-based initially and fully immerse yourself in training


Why Join?*Small, close-knit team with hands-on mentoring
*Immediate exposure to real clients and advice work
*Existing client bank and warm leads provided
*Clear, realistic route to becoming a successful adviser
*Stable firm with £60 - 65m AUM and strong local reputation


If you’re looking for a proper trainee IFA role with real clients, real training, and real progression, this is an excellent opportunity to build a long-term career in financial planning.
Apply now for a confidential discussion.