Trainee Financial Advisor – Nottingham
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The role
A wealth management firm seeks a diploma-qualified individual to manage and develop an existing private client portfolio, providing holistic financial planning across pensions, investments, protection, and retirement planning. The role involves conducting client reviews, building long-term relationships through excellent service, and working closely with support teams to ensure compliance with FCA regulations. No prior financial services experience is required, but strong relationship-building and communication skills are essential. The position offers full remote working, a flexible salary based on experience, and long-term career progression prospects. Candidates should be client-focused, independent, and comfortable working in a collaborative environment.
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