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Permanent

Trainee Financial Adviser

Edinburgh
money-bag 40000.00-40000.00 Annual
3111209850
Posted Yesterday

Trainee Financial Adviser We are looking for an ambitious and client-focused Trainee Financial Adviser to join a boutique financial advice firm in Edinburgh.This is an excellent opportunity for an individual who has already built strong technical foundations through paraplanning and is now ready to transition into an advisory role with access to existing clients and ongoing support.The RoleThe Role:The successful candidate will work closely with senior advisers while gradually developing and managing their own client relationships. Existing clients are available, providing an excellent platform to build a long-term career in financial advice.Alongside servicing existing relationships, the role will also suit someone with the drive, confidence, and commercial mindset to develop new business opportunities and grow their own client bank over time.Requirements:Level 4 Diploma qualified (or equivalent)Previous experience working as a ParaplannerStrong technical and report-writing knowledgeExcellent communication and interpersonal skillsProfessional, personable, and client-centric approachAmbition to progress into a successful advisory careerAppetite and motivation to generate new client relationships and business opportunitiesWhat We OfferExisting clients and leads providedClear pathway into a full Financial Adviser roleOngoing mentoring and support from experienced advisersCompetitive salary and benefits packageLong-term career progression opportunitiesSupportive and professional

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