Dedham
Adviser Support / Trainee IFA – Dedham Vale
Location: Dedham – Office based
Salary: £28,000 + Bonus
Hours: Monday to Friday, 9:00am – 5:00pm
This is a rare opportunity to work one-to-one with an experienced Financial Adviser who is looking for a driven, all-round support to become their “right-hand person.”
You’ll be joining a small but focused office environment, supporting a self-employed adviser across everything from research and admin, to client liaison and diary management. The role would suit someone business-minded, highly organised, and keen to learn the ropes with a view to becoming an adviser themselves in the future.
The long-term plan is for you to develop into a fully qualified Financial Adviser over the next 3–5 years, with the potential to take on some client relationships as the business continues to grow.
What you’ll be doing:
- Conducting pension, investment and protection research
- Preparing discussion documents for adviser/client meetings
- Helping manage the pre-submission process and writing suitability reports
- Coordinating the adviser’s diary and arranging annual reviews
- Managing the back-office system
- Being the point of contact for client queries
- Meeting and greeting clients at the office
What we’re looking for:
- Someone confident working independently and using their initiative
- A natural problem-solver with strong time management skills
- Comfortable with numbers and financial data
- Excellent communication and telephone manner
- Willingness to muck in and support wherever needed
- A genuine desire to learn and build a long-term career in financial planning
Ideal qualifications:
- GCSE Maths grade A or B (essential)
- Strong A-levels or a degree in a numerate or science-based subject (preferred)
- CII exams completed or in progress (ideal but not essential)
You must be able to drive, as the office is located in a rural area with no public transport links.
If you’re proactive, ambitious and ready to build a career in financial advice, we’d love to hear from you.