Trainee Financial Adviser (IFA)

Closing date: Monday 5 January 2026

We are looking to recruit a Trainee Financial Adviser to work at our office in Berwick upon Tweed.

Job Type: Full time, 37 hours per week. Permanent

Greaves West & Ayre Wealth Management, a division of Greaves West & Ayre Chartered Accountants, is regulated by the FCA and was recently listed as a Top 100 firm by FT Adviser. Our team provides holistic, independent financial advice to a diverse and growing client base.

As part of our continued growth, we are seeking a Trainee Financial Adviser to join our team. This is an excellent opportunity for someone looking to begin or advance their career in financial planning within a supportive and professional environment.

The Role

• Support the delivery of independent financial advice across areas such as investments, pensions, estate planning, and protection (note: this role does not involve mortgage advice).
• Assist experienced advisers and paraplanners with client casework, research, and documentation.
• Learn and apply FCA regulations and internal compliance standards.
• Participate in client meetings and contribute to relationship-building efforts.
• Undertake structured training and development, including study toward professional qualifications.
• Stay informed on industry developments and regulatory changes.

The Candidate

• A-levels, Scottish Highers, or equivalent Level 3/SCQF Level 6 qualification.
• GCSE/National 5 (or equivalent) in English and Math’s at Grade C/4 or above as a minimum requirement.
• Strong numeracy, communication, and analytical skills.
• Proactive, organised, and able to work to deadlines.
• Working toward or interested in pursuing the Level 4 Diploma in Regulated Financial Planning.
• Some experience in financial services, administration, or paraplanning (desirable but not essential).
• Strong communication skills and a willingness to learn.
• Proficient in Microsoft Office applications, particularly Excel.
• Detail-oriented with good analytical and organisational abilities.
• A team player with a proactive attitude.
• Familiarity with financial planning tools (e.g., Voyant) and CRM systems (e.g., Xplan) is a plus.
• Strong verbal and written communication skills.
• Ability to assess cases critically and provide clear, reasoned input.

What You Can Expect

• A collaborative and supportive working environment.
• Dedicated mentoring and supervision from experienced professionals.
• In-house and external training to support your development.
• Exposure to a hybrid accountancy-wealth management setting.
• Competitive salary package based on experience and qualifications.
• 32 days annual leave (including public holidays), rising to 35 with long service.
• Life cover (3x annual salary).
• Employee rewards and wellbeing schemes.
• Optional private healthcare.
• Professional study and qualification costs covered.
• Regular social activities and team events.

Interested?

If you’re enthusiastic about building a career in financial planning and want to join a firm that values integrity, independence, and long-term client relationships, we’d love to hear from you.

Apply now by sending your CV and cover letter to Phil Groom at p.groom@gwayre.co.uk.

Closing date: Monday 5 January 2026