Trainee / Junior Financial Adviser​

Location: Swindon – Office Based
​Salary: £30,000 – £40,000 Basic + Uncapped Commission + Benefits

Are you a Mortgage & Protection Adviser looking to:

• Move into financial advice and wealth planning

• Work with an existing client bank

• Receive support from an experienced Senior Adviser

• Follow a clear two-year pathway to becoming a Financial Adviser

A long-established financial advice firm with a loyal client bank is looking to appoint a Trainee / Junior Financial Adviser to join their Swindon office. You will review existing client arrangements, ensure solutions remain suitable and identify opportunities for further advice. The role will also involve research and paraplanning, helping you build the knowledge required to become a fully qualified adviser.

Responsibilities will include:

• Conduct client reviews

• Ensure existing solutions remain suitable

• Identify opportunities within the client bank

• Support advisers with research and paraplanning

• Develop under the guidance of a Senior Adviser

Requirements:

• Experienced Mortgage & Protection Adviser

• Ambition to move into financial advice

• Strong communication and client relationship skills

• Ability to work full-time from the Swindon office

Package:

• £30,000 – £40,000 basic salary

• Uncapped commission

• Client bank provided

• Structured two-year pathway to Financial Adviser

• Join a long-established firm with a loyal client base