Financial Adviser / Trainee Financial Adviser (Employed)

Posted 9 March by XL recruitment Featured

Our client is a bespoke , well respected, IFA practice with over 25 years industry experience and a proven track record of providing a successful investment experience to a wealth of clients across the UK. They provide 'Whole of Market" advice, specialising in Wealth Management and portfolio advice and believe in building long-term relationships with their clients by providing a full financial planning service.

Due to expansion an exciting opportunity has arisen for a financial adviser to join their advisory team.

This is a fantastic opportunity for either a trainee or experienced financial adviser, with a minimum of 1 year's experience in providing advice, or a Diploma Qualified Para-planner looking to transition into an advisory role. A background in financial services is essential (a previous role as an IFA, Mortgage Adviser or Para-planner) , along with minimum Level 4 Financial Services Diploma and a mindset that's driven to succeed.


Your main responsibility will be to deliver quality financial planning and wealth management to existing clients. As part of your duties you should look to uplift and enhance client servicing agreements, where appropriate, as well as looking to self-generate appointments and identify new business opportunities.

You will be expected to provide sound financial advice to clients across Wealth Management, Estate Planning, Tax Planning, Investments and Retirement options, working closely with the support team and compliance department.


  • Minimum Level 4 Financial Services Diploma (Willing to continue studies towards Chartered Adviser Status)
  • Good working knowledge of pensions and investment products
  • Excellent Communication skills and the ability to work well as part of a team
  • Initiative to organise & prioritise your own workload
  • Minimum 1 year's previous experience in a Regulated environment (either para-planning or providing advice)

Are you looking for an employed Financial Adviser role with an existing client bank provided for you?

Do you have a passion for customer service and Level 4 Diploma?

Are you ready to take the next step in your career towards becoming a fully-fledged financial adviser or are you looking for a fantastic opportunity to build on your industry and technical knowledge by working with an established firm of advisers?

If so, please contact us today.

Required skills

  • Financial Services
  • Investments
  • Pensions
  • Tax Planning
  • Wealth Management

Application questions

Do you hold full Level 4 Financial Services Diploma?
Do you have previous Financial Services Advisory Experience?

Reference: 34651190

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