Cardiff

Trainee IFA Cardiff Up to £40,000

We are working with a forward-thinking financial planning firm in Cardiff that is looking to welcome a motivated and people-focused Trainee IFA. This is a rare opportunity for a diploma-qualified paraplanner or junior adviser to step into a regulated advice role quickly, with structured development and hands-on mentoring.

The firm prides itself on progressing advisers at pace not keeping trainees at the back for 1218 months. Most trainees move into a full advisory role within 36 months, with full adviser status realistically achieved by mid-next year.

You will attend client meetings from day one, gain direct exposure to the advice process, and receive close guidance on your early cases to build confidence rapidly.

Benefits

Salary up to £40,000