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Trainee Financial Adviser
Posted 2 hours 30 minutes ago by Ortus PSR
We are looking to speak with professionals currently working within an IFA or Wealth Management business who are ready to take the next step towards becoming a qualified Financial Adviser.
This opportunity is ideal for individuals who are part way through completing their Level 4 Diploma in Financial Advice and are seeking a structured, supportive environment to complete their studies and transition into an advisory role.
Salary up to £45,000 + Bonus
The OpportunityYou will join our firm on a structured 18-24 month training programme, designed to develop the technical knowledge, practical skills, and professional confidence required to succeed as a Financial Adviser. Throughout the programme, you will receive hands-on experience, mentoring from experienced advisers, and support to complete your Level 4 qualification.
What We're Looking ForExperience working within an IFA or Wealth Management business
Progress towards the Level 4 Diploma in Financial Advice (part-complete or nearing completion)
A clear ambition to become a Financial Adviser
Strong communication skills and a client-focused mindset
Professional, ethical, and motivated approach to learning and development
A clear pathway to becoming a fully qualified Financial Adviser
Structured training and ongoing development over 18-24 months
Mentoring and support from experienced professionals
Opportunity to build long-term career within a growing firm
Hybrid working 3 days a week in London office and 2 days from home
If you are committed to developing your career in financial advice and are looking for a firm that will invest in your future, we would love to hear from you.
Ortus PSR
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