Trainee Financial Adviser

Posted 6 January by Ortus Psr

If you currently hold a Level 4 Diploma in Regulated Financial Advice and are interested in becoming a Financial Adviser, we are currently working with an IFA firm who are ready to develop your skillset to achieve this in 12 - 18 months. This opportunity is ideal for professionals who are currently in a paraplanning position or client-facing role but would like to progress to a Financial Planner.

On offer is an inclusive environment that promotes teamwork at the core of its culture. You will be working as part of a productive, high performing team under supervision from a dedicated Mentor, providing support to Sales Managers and Advisers in a Trainee Adviser capacity.

The Opportunity

This is a fantastic chance to join a national firm that has ambitious growth plans backed by strong strategies and processes.

What’s needed for me to be considered?

  • Experience within Private Independent Wealth Management
  • Ambitious and goal-orientated
  • Level 4 Diploma qualified
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Ability to take control and drive your own development and study time
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.


  • A full driving licence is useful

Application question

Do you have Level 4 Diploma in Regulated Financial Advice?

Reference: 44805621

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