Remote Trainee Financial Adviser

Job description

Salary & Benefits:
Base salary is up to £45,000 + Bonus

No cold calling: You'll be working with existing clients and inbound leads

Mentoring by experienced advisers and structured training programme

Full support for Chartered exams and CPD

The Opportunity

This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly - with guidance, mentoring, and warm clients to work with. You'll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads.

You'll have full access to the firm's paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner.

Your Role

Support advisers in meetings and advice preparation

Start managing relationships with existing clients, ensuring continuity and care

Follow up on warm inbound leads and new client referrals

Build your own client base over time with full marketing and BD support

Stay up to date on regulations, tax planning, and investment trends

Deliver compliant, holistic financial advice with full back-office support

About You

Level 4 Diploma in Financial Planning (essential)

Strong interpersonal and communication skills

Eagerness to move into a client‐facing role

Passion for delivering ethical, long‐term financial planning

Why This Firm?
You'll work with warm clients, inbound leads, and no pressure to sell - just the space to learn, grow, and thrive.

Apply now to explore how your transition into advice can be smooth, supported, and successful.

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Extra information

Status

Open

Education Level

Secondary School

Location

Lisburn

Type of Contract

Full-time jobs

Published at

01-07-2026

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