Trainee Financial Advisor in Coventry

Job description

Trainee Independent Financial Adviser (IFA)

Location: Flexible – occasional office presence required

Salary: £40,000 + benefits

Contract: Employed, full-time

I am working with a highly respected and well-established financial planning firm, founded over 30 years ago and part of a leading UK advice network for more than two decades. The business has a healthy number of Advisors, supported by a healthy ratio of back-office staff, and is experiencing significant growth.

This firm has ambitious plans to expand, including integrating smaller businesses into their operation. They have a loyal, predominantly local client base and pride themselves on a professional, inclusive, and supportive culture.

The Role

We are looking for a Level 4 qualified financial services professional to join the team as a Trainee Independent Financial Adviser. This is a fantastic opportunity for someone who has gained the qualification but is looking for the right environment, support, and mentorship to build a long-term career in advice.

Key benefits of the role include:

• Mentorship from very experienced directors
• Backing of a major advice network, offering compliance, marketing, resources, and tailored development programmes
• Exposure to a diverse range of clients
• A collaborative and supportive working environment with clear progression routes

Candidate Profile

• Level 4 Diploma in Financial Planning (or equivalent) – essential
• Ambitious, client-focused, and eager to develop
• Strong communication skills with the ability to work independently
• Committed to building a successful career within a growing business

Why This Opportunity Stands Out

• A rare employed trainee adviser role with a competitive salary package
• The best of both worlds – the independence of an IFA with the backing of a major network
• A forward-thinking, expanding business with a strong local reputation

Extra information

Status

Closed

Education Level

Secondary School

Location

Coventry

Type of Contract

Part-time jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English