Risca
Job Title: Trainee Financial Adviser
Location: Cardiff
Salary: £30,000 (starting salary) + bonus
About the Role
This is a fantastic opportunity for a motivated and diploma-qualified individual looking to take the next step in their financial planning career. As a Trainee Financial Adviser, you will work closely with experienced advisers to gain hands-on experience, build your client-facing skills, and progress towards achieving Competent Adviser Status (CAS).
You will play an active role in supporting the advice process from start to finish – from client fact-finding and research, to report preparation and eventually delivering advice under supervision.
Key Responsibilities
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Shadow and support Financial Advisers in client meetings
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Assist with fact-finding, gathering client data, and preparing client files
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Conduct product and investment research across pensions, protection, and investments
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Prepare suitability reports and recommendations under supervision
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Utilise cashflow modelling tools (e.g., Voyant) to support advice
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Help maintain compliant and accurate client records
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Stay up to date with FCA regulations and maintain CPD
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Work towards achieving CAS and full