Trainee Financial Planner
Job Ref: LF
40191
This is a unique opportunity to join a structured career pathway towards becoming a qualified Financial Planner. This trainee role provides hands-on experience supporting a team of experienced professionals while gaining industry-recognised qualifications. Ideal for recent graduates or individuals with a keen interest in financial services, this role combines on-the-job learning with professional study.
Location
Responsibilities
Duties for this role include, but are not limited to:
- Supporting Financial Planners with meeting preparation and administrative tasks.
- Attending client meetings alongside Financial Planners to gain exposure to the advice process.
- Assisting in drafting advice reports and documentation.
- Providing occasional cover for the administration team as required.
- Contributing to marketing efforts, including updating the website and social media.
- Assisting in the delivery of business development initiatives in collaboration with senior team members.
- Undertaking a structured training programme towards the Diploma in Financial Planning as part of a four-year pathway to Chartered Financial Planner status.
Skills / Qualifications
The ideal candidate will have a minimum of 5 GCSEs including English and Maths, along with A Levels (or equivalent). A degree is preferred but not essential. An interest in personal financial planning and a desire to develop a long-term career in the sector are key. Candidates must be personable, empathetic, and have strong communication and organisational skills. Prior financial services experience is not required but would be beneficial.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.