Trainee Wealth Adviser
- Join our employed advice team to deliver high-quality financial advice after completing an intensive development programme, including technical training and client engagement.
- Ideal candidates hold a Level 4 Diploma, demonstrating ambition and readiness to transition into an advisory role without needing extensive prior experience.
- Enjoy a competitive salary of £45,000, extensive benefits including a pension scheme, and opportunities for further development, all in a supportive environment based in Swindon.
Ready to take the next step in your Financial Advice career?
At The Openwork Partnership, we're looking for ambitious, Level 4 Diploma qualified professionals who are ready to build a career in Wealth Advice.
You don't need extensive experience providing financial advice already. In fact, this opportunity has been specifically designed for talented professionals who have invested in their qualifications and are looking for the right platform to launch their advice career.
This role would be particularly well suited to:
- Paraplanners looking to move into an advisory role
- Recently qualified Wealth Advisers seeking structured development and support
- Financial services professionals with a Level 4 Diploma who are ready to begin advising clients
- Salary – £45,000
- Bonus scheme - on target bonus –10%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. Up to 3 working days per year of paid time to participate in volunteering activities
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
About the Opportunity
You'll join our employed advice team and take part in an intensive development programme designed to equip you with the knowledge, skills, and confidence required to deliver high-quality financial advice.
During your first quarter with us, you'll complete a comprehensive Wealth Adviser Bootcamp, including:
- Structured technical and advisory training
- In-depth coaching from experienced Wealth Advisers and business leaders
- Licensing and competency sign-off programme
- Regulatory and compliance development
- Client engagement and advice process training