Role at a glance
Every conversation is confidential, and we will always confirm with you that it is okay before your details are shared with any firm.
Open
Client Support Trainee Adviser
Start in Client Support on a structured path towards becoming a Financial Adviser. Salary up to £30,000 a year, with support towards professional qualifications, and offices in Norwich, Harlow, St Ives (Cambridgeshire) and Westerham.
About this role
IFA Talent is recruiting a Client Support Trainee Adviser for a growing UK financial advice firm. The firm is not named on this page. This is a route for someone who wants to build a long-term career as a Financial Adviser. You begin in the Client Support team and follow a structured development programme designed to prepare you for an advising role.
You will provide high-quality support to advisers and clients while taking part in an internal development programme that combines practical experience with structured study. You will have the opportunity to shadow advisers, attend client meetings, assist with financial planning activities, and develop your understanding of investment, pension and protection solutions.
After successful completion of a six-month probation period, you will begin a structured exam pathway towards Diploma-level qualifications and future advising opportunities within the firm. Working alongside experienced advisers, you will gain hands-on experience, develop technical knowledge, and receive support towards your professional qualifications.
Who it may suit
This role may suit you if you are motivated, keen to learn, comfortable working with people, and committed to professional development in financial services.
Pay, benefits and working pattern
The salary is from £24,784.50 to £30,000 a year depending on skills and experience, shown here as up to £30,000.
The role can be based in Norwich, Harlow, St Ives (Cambridgeshire) and Westerham.
Benefits
- 22 days' annual leave plus bank holidays, increasing with length of service
- Company sick pay
- One day's volunteering leave a year
- Free onsite parking
- Death in service cover of four times salary
- An employee assistance programme, with confidential support for you and your immediate family
- A group income protection scheme
- Cycle to Work scheme
- Payroll giving scheme
- A company pension scheme
- Access to a financial adviser
- An employee referral scheme
- Continuous training and professional development, including support towards industry qualifications
- A collaborative and supportive team environment
How to apply, and what happens next
IFA Talent is recruiting for this role. Apply through our contact form with a short voice note (up to three minutes), a CV, a typed message, or a mix of these. You do not have to rewrite a CV if a voice note or a short message is easier.
We will review what you send and reply to arrange a time to talk, checking your details with you. Every conversation is confidential. We will always confirm with you that it is okay before your details are shared with any firm. You can also read our privacy notice.
Questions candidates often ask
When does the exam pathway start?
After you have successfully completed a six-month probation period, you begin a structured exam pathway towards Diploma-level qualifications and future advising opportunities.
Where is the role based?
The role can be based in Norwich, Harlow, St Ives (Cambridgeshire) and Westerham.
Who is the employer?
This role is with a growing UK financial advice firm. The firm is not named on this page. IFA Talent is recruiting for the role, and we will only share your details with the firm once you have told us that it is okay.
How do I apply, and what happens next?
Use the contact form to send a voice note, a CV or a short message, or a mix of these. We review what you send, reply to arrange a time to talk, and check your details with you. Your details are not shared with any firm until you have said that it is okay.