Trainee Financial Adviser

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.

You must have successfully completed the full CII Diploma in Regulated Financial Planning (Level 4) or an equivalent Level 4 qualification.

Candidates currently studying towards Level 4 are not eligible.

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

We are looking for someone who enjoys building relationships and is excited by the prospect of becoming a trusted adviser.

Strong communication skills and commercial awareness are just as important as technical knowledge.

Interested?  Send your cv today to be considered for this fantastic opportunity.

INDLS

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