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Trainee Financial Adviser– Spider is advertising a rare position for someone to build a long-term career in financial advice! If you are someone willing to learn from the ground up with a view to becoming a trusted Financial Adviser, this could be your next opportunity!
This full-time, permanent position and to start with will be fully office based in Ipswich, Suffolk.
About the company:
Based in Ipswich, Suffolk along with over 27 years of experience, they pride themselves on delivering exceptional financial services to private individuals and small to medium-sized businesses. They take a comprehensive approach to financial planning ensuring clients not only achieve their immediate goals but are also prepared for a sustainable and prosperous future.
Fantastic benefits on offer:
- Competitive Salary: On offer is starting salary of £27,000 - £30,000 with Milestone increments up to £40,000+ bonuses after 3 years (Study support included)
- Holiday: 28 days paid holiday per annum (including Bank Holidays)
- Free Parking onsite
- Service and Air-Conditioned office
- Direct mentoring from an experienced adviser
- Full financial support for professional qualifications (including exam fees, materials, and study time)
About the role:
This Trainee Financial Adviser role is a long-term opportunity to grow into a key member of the business. You will have a supportive working environment focused on high standards, client care, and real career development. In this role you will support through the advice process through administration and paraplanning tasks along with studying towards professional qualifications. You will shadow client meetings and learn first-hand how to deliver thoughtful financial advice.
Key Responsibilities:
- Client & Admin Support: Handle day-to-day client service, process new business, manage client documentation, and liaise with product providers to ensure smooth operations.
- Paraplanning & Technical Assistance: Support the advice process by gathering and analyse client data, researching financial products, and preparing suitability reports under supervision.
- Client Engagement & Meeting Support: Attend client meetings to observe and assist, prepare meeting packs, take notes, and manage follow-up tasks.
- Professional Development: Work towards your Diploma in Regulated Financial Planning with full study support, aiming for qualification within 24 months.
- Progression to Adviser Role: Transition into running client review meetings under supervision, with a view to taking full ownership post-CAS, managing existing clients and developing new relationships.
What they are looking for:
- Long-term commitment to building a career in financial advice
- Strong work ethic, attention to detail, and willingness to start with the basics
- Excellent communication skills — both written and verbal
- Proficiency with technology which includes Microsoft Office, CRM systems, cashflow modelling tools
- A degree would be highly advantageous but not essential
Ready to embark on a fulfilling career journey in financial advice Please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.
If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.
Please check your email inbox and spam / junk mail folder for any email correspondence for this role.
Additional keywords: Financial Planning, Trainee Financial Adviser, Trainee Financial Advisor, Ipswich Jobs, Trainee Adviser, Financial Services, Financial Advice, Finance Administration, Para Planner, Paraplanning, Financial
This vacancy is being advertised and handled through Spider, the region’s Online Job Advertiser, on our behalf. We both take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text or telephone. For full Privacy Policy details please see email correspondence on receipt of your application.
