Trainee Financial Adviser

Trainee Financial Adviser Opportunity – Exceptional Client Base & Career Growth

Are you ready to take the next step in your financial advisory career? We have an exclusive opportunity for a Trainee Financial Adviser to join a highly successful wealth management firm and take over a well-established client portfolio.

Salary up to £45,000, expected ongoing earnings from the book £90,000. The office is based in Wimborne

• Client Portfolio Handover: Circa 130 clients with a total £50M Assets Under Management (AUM).
• Quality Client Base: Clients typically have £120,000+ AUM, with high-net-worth individuals exceeding £500,000.
• Established Professional Partnerships: Work with three key introducers – Solicitors and Accountants through Joint Venture Agreements (JVCs).
• Comprehensive Support: Dedicated 1-2-1 paraplanning and administrative support, allowing you to focus on client relationships and financial planning.
• Proven Investment Approach: You will meet clients twice a year, delivering active investment management solutions tailored to their long-term financial goals.

• Diploma-qualified (or close to completing) in Financial Planning.
• Experience working within an IFA firm.
• A client-centric approach with strong relationship management skills.
• The ambition to grow within a business that offers exceptional career progression.

This is a rare opportunity to inherit a well-managed book of business from a retiring adviser, providing immediate earning potential and long-term growth. You will also benefit from working alongside experienced professionals in a supportive and development-focused environment.

?? Apply now to take your career to the next level!