About the job
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CAP Resourcing

Trainee Financial Adviser ๐Ÿ“ Taunton, Somerset | ๐Ÿ’ฐ Competitive Salary (DOE) + Bonus & Commission Level 4 qualified and ready to take the next step into financial advice? We're partnering with an award-winning financial planning firm looking for a Level 4 Diploma qualified individual who is keen to develop their career and move into an advisory role. This is a fantastic opportunity to put your qualifications into practice, with full training, ongoing support and a clear pathway into financial advice. You'll be joining a firm that genuinely puts its clients first, with an established client base and qualified leads provided, so there's no need to bring your own clients or adopt a hard selling approach. What's in It for You?

  • Competitive basic salary, dependent on experience
  • Bonus and commission potential
  • Full training and support to develop into an advisory role
  • Qualified leads and existing clients provided
  • No requirement to generate your own business or bring a client bank
  • Dedicated paraplanning and administrative support
  • Ongoing professional development and clear career progression
  • Friendly, collaborative team and modern offices in Taunton What We're Looking For
  • Level 4 Diploma qualified (DipPFS, DipFA or equivalent).
  • A genuine ambition to move into a Financial Adviser role and build a long-term career in advice.
  • A strong interest in helping people make informed decisions about their financial future.
  • Excellent communication and relationship building skills.
  • A professional, empathetic and client focused approach.
  • A willingness to learn, develop and work collaboratively as part of a supportive team. If you've achieved your Level 4 Diploma and are looking for the right opportunity to take that next step, this could be the ideal move. Join a firm where clients come first, relationships matter and you'll be supported to become the adviser you want to be.

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