Trainee Financial Adviser Location: Marlow Starting Salary: £25,000 - £27,000 pa Start your career in financial planning We are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. Jamess Place plc. We work with a high-quality client base and pride ourselves on delivering a personal, high-standard service. As we continue to grow, were investing in the next generation of advisers.

Were looking for a bright, motivated individual to join our growing financial planning practice in Marlow.

This isnt just an admin role its a structured pathway to becoming a qualified Financial Adviser.

If youre ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment. The Role: Youll start by supporting the Partner and wider team with day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with client enquiries (phone, email, in person) Preparing documentation and reports for client meetings Maintaining accurate client records Assisting with business processing and administration Working closely with the Partner...