Trainee Financial Advisor
CV-LibraryPeterborough, CambridgeshirepermanentPosted: 6 March 2026
Apply NowI am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career.
In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include:
* Attending appointments and taking detailed notes.
* Handling paraplanning duties, including underwriting cases and systems analysis.
* Conducting research and preparing reports for an existing client bank.
* Learning internal systems and processes through direct mentorship.
A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information
In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include:
* Attending appointments and taking detailed notes.
* Handling paraplanning duties, including underwriting cases and systems analysis.
* Conducting research and preparing reports for an existing client bank.
* Learning internal systems and processes through direct mentorship.
A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information