Trainee Financial Adviser

Trainee Financial Adviser – Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance

Career path: Structured two-year programme to Financial Planner | Cass status within 12 months | Long-term partnership opportunity

A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.

 This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route — from assistant to adviser to equity partner — and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim — it is a reflection of how the firm actually treats its people.

ABOUT THE ROLE

This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role — with a structured pathway, full qualification support, and an established client pipeline to grow into.

You will work alongside a Senior Financial Planner and Business Owner — attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently.

WHAT YOU WILL BE DOING

Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients

Acting as a point of contact for client queries and ensuring timely, professional responses

Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed

Analysing and documenting client data — income, expenditure, assets, liabilities, and objectives — accurately and in full

Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team

Supporting new business development activity — building referral relationships with solicitors and accountants within a targeted geographic region

WHAT YOU WILL NEED

Experience in a financial services role at an IFA or Wealth Management firm

Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)