Trainee Financial Adviser

Description:

Trainee Financial Adviser
Salary up to 45k dependent on skills and experience
24-month pathway programme
Full time permanent role
Hybrid working, London office
We are building the next generation of high-performing financial advisers.
This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser – with the support, training, and mentorship of our hugely experienced team.
Radcliffe and Newlands Wealth are looking for level 4 qualified individuals with experience of working within a paraplanning role previously.
What we provide
* Clear pathway to becoming an adviser
* Hands-on mentorship
* Real exposure to clients early on
* Structured development in a team environment
* Clear milestones and defined progression checkpoints
* Increasing responsibility over time
Your 3 phase pathway
Phase 1: Foundation (Months 0–6)
Learn the craft
* Supporting a top IFA in live cases
* Writing suitability reports
* Building and interpreting cashflow models
* Exposure to client meetings
* Training in Voyant, FE Analytics, Intelligent Office
* Learning how advice is structured end-to-end
Phase 2: Development (months 6–15)
Start owning parts of the advice process
* Running sections of client meetings
* Presenting financial planning recommendations internally
* Increasing responsibility on cases
* Learning client relationship management
* Developing confidence in advice conversations
Phase 3: Transition to Adviser (months 15–24)
Increase your client facing time
* Lead your own client meetings
* Take ownership of advice delivery
* Developing relationships with clients
* Ongoing coaching from senior advisers
Personal attributes and ambitions
* This programme is designed for individuals who are driven to become top-tier advisers rather than those remaining in a support role
* Strong technical grounding (Level 4 qualified at the outset)
* Confident communicating
* Curious and commercially aware
* Keen to use modern tools, including AI, to improve productivity
Interested? Send your cv today to be considered for this fantastic opportunity.
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