Trainee Financial Adviser
Carmarthen, West Wales | £25,000–£30,000 | Full-Time | Office-Based
Are you looking to build a long-term career in financial services and want the opportunity to gain genuine exposure across mortgages, protection and wealth management?
We’re working with a growing financial services business that is looking to appoint a Trainee Financial Adviser to join their team in Carmarthen.
This is not a typical IFA trainee role. You’ll gain broad exposure across the business, working alongside experienced advisers and supporting real clients from the outset.
What you’ll be doing
Over your first 12 months, you’ll receive structured training and exposure across:
- Mortgage advice and administration
- Protection and life insurance
- Wealth management and financial planning
- Paraplanning and client administration
- Specialist and second-charge mortgages
- Client reviews and relationship management
- Business development and introducer relationships
- Research, quotations and preparation of client documentation
You’ll also have the opportunity to work towards relevant professional qualifications, with full support for exams and development provided.
What we’re looking for
This opportunity would suit someone who is:
- Genuinely interested in building a career in financial services
- Confident, personable and comfortable speaking with clients
- Commercially minded with a strong sales or relationship-building approach
- Proactive, organised and keen to learn
- Driven and ambitious, with a desire to progress
- Comfortable working in a busy, office-based environment
- A strong communicator with good attention to detail
Financial services experience isn’t essential. We’re open to graduates and candidates from sales, banking, insurance, professional services or other client-facing backgrounds who have the right attitude and ambition.
Any progress towards CeMAP, Diploma in Regulated Financial Planning or another relevant qualification would be advantageous.
What’s on offer?
- £25,000–£30,000 salary, depending on experience
- Full professional qualification and exam support
- Structured training and development
- Exposure across mortgages, protection, wealth and specialist finance
- Genuine long-term career progression
- Opportunity to work closely with experienced advisers
- A varied role within a growing and entrepreneurial business
If you’re looking for a role where you can learn, develop and build a long-term career across multiple areas of financial services, this could be an excellent opportunity.