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TRAINEE FINANCIAL ADVISER – Central London, Level 4 Diploma Essential, C £45,000 + Bonus + Clients

Financial Divisions·Central London (South East England)
£40 000 – £45 000 / year
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

TRAINEE FINANCIAL ADVISER – Central London Level 4 Diploma Essential C £45,000 + Bonus + Clients provided The Opportunity: • Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year. • Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients. • Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes). • Average client portfolio of around £800k • Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers. • Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser. • Clients, leads and referrals provided. About you: • Level 4 Diploma in Regulated Financial Planning. • Looking to move into a Financial Adviser role. • Wealth management experience is beneficial but not essential. • Open to career changers with the right attitude and qualifications. • Confident, personable and comfortable building relationships with high-net-worth clients. • Ambitious and looking to build a successful long-term career in financial planning. Please, send your CV to Jim at Financial Divisions.

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Original source
reed.co.uk
Posted
Jul 16, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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