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Permanent

Trainee Financial Adviser

Marlow
money-bag 25000.00-25000.00 Annual
3088856964
Posted Today

Trainee Financial AdviserLocation: MarlowStarting Salary: £25,000 - £27,000paStart your career in financial planningWe are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. James''s Place plc.We work with a high-quality client base and pride ourselves on delivering a personal, high-standard service. As we continue to grow, we''re investing in the next generation of advisers.We''re looking for a bright, motivated individual to join our growing financial planning practice in Marlow.This isn''t just an admin role - it''s a structured pathway to becoming a qualified Financial Adviser.If you''re ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment.The Role:You''ll start by supporting the Partner and wider team with day-to-day administration and client support - learning how a successful financial planning business operates from the inside.Dealing with client enquiries (phone, email, in person)Preparing documentation and reports for client meetingsMaintaining accurate client recordsAssisting with business processing and administrationWorking closely with the Partner to support client relationshipsOver time, you''ll move onto a clear development pathway, including:Studying towards the DipPFS qualification (fully supported)Shadowing client meetingsLearning how to build financial plans and recommendationsGr

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