Trainee Independent Financial Adviser

• Trainee Independent Financial Adviser
• Cheltenham/Gloucestershire
• £47,000pa
• Mentored by Director
• Remote based role
• Given an established book of business
• No need to develop your own leads
• Support towards achieving Chartered status

The Burford Recruitment Company are delighted to be working with a local, highly successful, independent financial planning business. The team are dedicated to providing exceptional service, and are now looking for a talented individual to join them in delivering tailored financial advice to a well-established client bank.

The Role

We are seeking a Level 4 diploma-qualified candidate, ideally based in the Gloucestershire/Cheltenham area, to provide ongoing advice to a portfolio of established clients. This is an excellent opportunity for someone currently working as a Trainee Financial Adviser, Paraplanner, or in a client support role, who is keen to progress in their career.

Key responsibilities include:

• Building and nurturing relationships with your allocated clients.
• Servicing and managing clients through face-to-face and online meetings
• Focusing on client care without the need to source or develop your own leads.

The ideal candidate will bring:

• Self-sufficiency, self-motivation, and ambition.
• Excellent interpersonal and communication skills.
• A commitment to loyalty and professional growth.

• Salaried role with a competitive starting salary and regular reviews based on your productivity and client success.
• Opportunity to develop your profile as an adviser and take on new clients.
• Support towards achieving Chartered status if desired.
• A chance to work remotely while maintaining strong local client connections in Gloucestershire.

If you’re ready to take the next step in your financial advisory career with a firm that values dedication and client care, we’d love to hear from you!