Trainee Financial Planner

Are you looking for a clear route into financial advice with a leading name in the UK’s financial planning name sector? This Trainee Financial Adviser role offers a first-class opportunity to transition into a fully-fledged advisory position within 18-24 months (potentially sooner).

The Opportunity:

• Work directly with senior advisers to support client onboarding, advice delivery, and ongoing servicing of an established client bank.
• Engage in client meetings, presenting cash flow forecasts, performance reports, and advice recommendations.
• Benefit from fully funded training towards Chartered status while gaining hands-on experience in technical and commercial aspects of financial planning.
• Support business development efforts, including networking, presentations, and building relationships with key intermediaries.
• Role based between City and Surrey so must be able to commute to both

The Ideal Candidate:

• 2:1 degree (any discipline).
• Ideally Level 4 Diploma in Financial Planning (or working towards).
• 2-3 years’ experience in a client-facing role within financial planning, most likely as a Paraplanner or similar.
• Strong technical and interpersonal skills with a passion for financial advice.

Why Apply?

• Clear career progression into an advisory role with a pre-selected book of clients.
• Competitive salary & excellent benefits.
• Hybrid working - minimum 3 days in the office.
• Work for a highly respected firm with a strong reputation in the market.

If you're based in the South London/Surrey, fit with the criteria listed and are ready to take the next step in your financial planning career, please do apply to discuss in more detail - thanks.