Job details

Trainee Financial Advisor 

A rare and very exciting opportunity has arisen with one of our clients, who are seeking a Trainee Financial Advisor. The successful candidate will work alongside and be mentored by the Main Board Director, who also an IFA.  You will be based in the Milton Keynes office. You will get the opportunity to attend client meetings with the IFA of the firm, and learn all aspects of holistic financial planning and advising.


The ideal candidate will currently be working in Financial Services/Wealth Management, in any capacity e.g admin, paraplanning, broker consultant etc.

  • Have some professional qualifications and progressing towards Diploma
  • Must have a strong desire to become a financial advisor


Salary will range between £25,000-£35,000 depending on qualifications and experience.  Once qualified and authorised as an IFA the salary will increase to in the region of £50,000-£80,000, with bonus on top, plus share options for the long serving, successful IFA



28 days holiday a year

Free parking

Contributory pension

Private Health Care

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