Trainee Financial Adviser

Job reference
Derby, Derbyshire, United Kingdom
Start date
Administration & underwriting jobs / IFA jobs / Other jobs
Contract type(s)
Full time
Date posted

About The Review Business: The Review Business is a Derby-based financial planning business committed to delivering top-tier financial planning and investment advice. We serve clients across the UK with a small but dedicated team that values integrity, innovation, and excellence.

Why Join the review business? At the review business, they offer more than just a job; they provide an opportunity to make a meaningful impact. Join their dynamic team that values professionalism, innovation, and client satisfaction. You'll also benefit from:

  • Competitive salary and benefits package.
  • Opportunities for growth and career advancement.
  • A supportive and collaborative work environment.
  • Access to cutting-edge tools and resources.

Duties and Responsibilities: As part of the team, you will:

  • Shadow Financial Planners.
  • Prepare reports following reviews.
  • Create Financial Planning reports for new enquiries.
  • Assess clients' financial situations and understand their needs and goals.
  • Develop personalized financial strategies, including investment, retirement, and estate planning.
  • Monitor financial market trends and provide informed recommendations.
  • Ensure compliance with regulatory requirements and industry standards.
  • Build and maintain strong client relationships through exceptional service.


  • Competitive salary: £30,000 - £35,000 (experience-dependent).
  • Company pension.
  • Private medical insurance.
  • Flexitime and flexible working.
  • On-site parking.
  • Bonus scheme and commission pay.

The Ideal Employee:

  • Hold a Level 4 Diploma.
  • Have experience in Financial Services, preferably within a Financial Planning Firm, as an experienced administrator, paraplanner, or trainee.
  • Possess the ability to explain financial concepts clearly in both writing and verbally.
  • Be confident with numbers, demonstrating strong attention to detail.
  • Show an interest in people and an ability to converse with individuals from diverse backgrounds.
  • Be comfortable asking questions to understand client motivations.
  • Have experience writing suitability reports.
  • Exhibit compassion, empathy, and a supportive attitude toward clients, particularly during challenging life events.
  • Hold membership with a professional body such as the Chartered Insurance Institute (CII) or the London Institute of Banking & Finance (LIBF).
  • Demonstrate commitment to continuous professional development.

Essential Requirements:

  • Right to work in the UK.
  • Competency with Microsoft Office programs.
  • Fluency in both written and spoken English.
  • Diploma Level Financial Planning qualifications.

If you're passionate about helping clients achieve their financial goals, possess the required qualifications and skills, and are looking for a dynamic and inclusive workplace, we encourage you to apply and join The Review Business team to make a difference.

Antony George Recruitment
Antony George Recruitment