Trainee IFA

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 12–18 months. Most trainees move into a full advisory role within 3–6 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 , depending on experience
• Full benefits package
• Clear progression from trainee ? adviser within 3–6 months
• Hybrid working (pattern may vary initially during training)
• Monday–Thursday working pattern
• Direct mentoring with structured case support
• Exam support and continued professional development

Key Responsibilities

• Attending client meetings with advisers
• Conducting fact finds, risk profiling and client discussions
• Preparing recommendations with guidance from senior advisers
• Reviewing early cases with the leadership team (“What would you do?” learning approach)
• Building rapport with clients from the outset
• Developing into a fully independent adviser with ongoing support

Requirements

• Level 4 Diploma qualified (minimum)
• Experience within paraplanning, client services or financial planning
• Strong communication and client-facing skills
• Keen to progress quickly into full advice
• Positive, motivated and eager to learn in a hands-on environment

What’s Next?

If you're ready to take the next step into regulated advice and want fast progression supported by a friendly, collaborative team, we’d love to hear from you.

One of our consultants will contact you to discuss your experience, aspirations and whether this role, or others we represent, aligns with your goals.

Know someone who may be a great fit? Refer them and earn £250 when we help them secure their next position.