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Trainee Financial Adviser, Bath

Dreams to become a financial adviser? Perhaps you already hold your Diploma in Regulated Financial Planning and want to find a business where you can progress your career? You might just be starting out on your journey in to the industry. Unividual are looking to hire a future adviser with a strong moral compass, bags of enthusiasm and a focus on learning and progressing themselves.

A bit about us and the role

Trainee Financial Adviser

Role: Permanent – Full Time Role – 8.30am start

Location: Bath Office, Upper Bristol Road

Salary: Up to £28,000 dependent on experience and qualifications

Minimum Qualifications: Diploma in Regulated Financial Planning

Aspiring to become a Chartered Financial Planner, advising clients on their finance?  If you already hold your Diploma in Regulated Financial Planning and want to find a business where you can progress your career, Unividual are looking to hire a future adviser with a strong moral compass, bags of enthusiasm and a focus on learning and progressing themselves.

Established in 2000, Unividual is a family-run business with offices in Bath and London. We have 6 financial advisers (and growing) with a total team size of 20. Five years ago we set up our own in-house financial training institution called Unicademy. This is a space where ambitious individuals can enter the industry and either progress their careers in financial advice, people management or down a technical route.  This role falls under the financial adviser route.

As part of this role, you will work as a paraplanner alongside a financial adviser, learning the back-office part of a financial adviser’s role. During this time, you will study towards your Advanced Diploma to eventually become Chartered and a Fellow of the Personal Finance Society.  All your qualifications and training will be funded by Unividual.

Upon becoming a financial planner you will have the support and training to run your own business within the Unividual financial advice framework.

Unividual's Benefits Package

Unividual’s philosophy is the Richard Branson way, “train people well enough so they can leave, treat them well enough so they don’t want”. The best part about Unividual is the people you will be working with: ambitious, want to help you grow, have all the time in the world for you and care deeply about staff, clients and the wider community. On top of that you can expect to receive the following benefits in return for all your hard work:

  • Career development path tailored to your objectives with pay rises mapped out along the way, in advance.
  • Funded training, exams, study days off work and memberships (paid back if you leave the business)
  • 28 days holiday including bank holidays
  • One day extra holiday each year, up to five years
  • Well-being program for staff on mental and physical health
  • Private medical insurance
  • Workplace contributory pension 5% employer 5% employee
  • Christmas Eve off work and shut down over Christmas period
  • Mont Blanc Pen when you have been with the business for 5 years
  • Rolex Watch (or similar brand) when you have served the business for 10 years
  • Incentive programme that takes place three times a year, based around company targets, that reward your with
    1. Team building trips
    2. Extra annual holiday (is normally around 4-5 days extra per year
    3. Vouchers or bonuses

What you can expect from the role

The financial advisers you will be working alongside will throw you in at the deep end so you can really learn how to be a financial planner. You will be:

  • Creating client review meeting analysis and presentation reports
  • Writing up financial suitability reports
  • Organising and prepare recommendations
  • Compiling financial cashflow forecasts
  • Analysing financial product comparisons
  • Assess current and future allocation of assets for investment strategy inline with the client’s risk profile
  • Implement financial planning strategies and make changes to clients’ products when instructed
  • Be the first point of contact for the adviser when they are out of the office
  • Attending client meetings to take minutes
  • Support the adviser with fact finds
  • Conduct client medical questionnaires
  • Respond to client enquiries and lead prospect enquiries on the phone
  • Work with everyone in the team to meet client needs and improve client outcomes
  • Control the quality of verbal and written communication from your team to clients
  • Represent the business at key meetings, networking events, industry conferences etc.

Application Requirements

Application Requirements

We welcome applications from anyone already working in the financial services sector who hold their Diploma in Regulated Financial Planning. What is more important to us is:

  1. You share similar values to Unividual, so the culture of our business brings out the best in you
  2. You have a clear determination and passion to become a financial adviser
  3. You are a client-focused individual
  4. You want to be the best version of yourself


How to apply

You will need to apply with a COVERING LETTER and CV 

Please send this to Hiring Manager, Cherie-Anne Baxter, Marketing Director and part-owner of Unividual: cherie-anne@unividual.co.uk

Following this we will hold a video interview with one of Unividual’s leadership team followed by an experience day in the Bath office. This will give you the opportunity to meet a Director and owner of the business, meet an adviser and see if Unividual is the type of environment you would like to work in.

Get in touch

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