Trainee Financial Planner

Our client is seeking a Trainee Financial Planner to join their team on a full-time basis. This opportunity is based within the administration function, where you will support a team of Financial Planners while developing the knowledge and experience necessary to progress into a qualified advisory role. Over a structured four-year career pathway, you will work towards Chartered Financial Planner status, beginning with the Diploma in Financial Planning. The role offers a blend of hands-on experience, client exposure, administrative support, and professional study.

Job Duties:

• Undertake a structured training programme to become a Chartered Financial Planner, starting with a two-year Diploma in Financial Planning through the Personal Finance Society.
• Shadow Financial Planners in client meetings, contributing to meeting preparation and follow-up tasks.
• Assist Financial Planners and senior administrators with a range of administrative duties to ensure efficient business operations.
• Provide occasional cover for the administration team when required.
• Support marketing campaigns, including updating the company website and social media channels.
• Work alongside the Head of Financial Planning on business development and marketing activities.

Job Requirements:

• GCSEs in Maths and English.
• A Levels or equivalent qualification; a university degree is desirable but not essential.
• An interest in personal finance concepts; any experience in financial services would be advantageous but is not required.
• Friendly and personable with strong communication skills and the ability to demonstrate empathy.
• A proactive attitude, with a willingness to learn and contribute to a collaborative environment.

What You’ll Love:

This is an ideal opportunity for someone looking to start their career in financial planning. You will receive full study support, mentoring from experienced professionals, and a clear pathway to becoming a qualified Financial Planner. The role also includes a competitive benefits package, including a company pension, health insurance, life assurance, and a discretionary bonus scheme.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here