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- Tasks: Become a Financial Planner while learning the full advice process with a supportive team.
- Company: Join Clarity Wealth Limited, an independent firm focused on holistic financial planning.
- Benefits: Enjoy a competitive salary, bonuses, and support for your Chartered exams.
- Why this job: Gain unmatched experience in a collaborative culture with real client exposure.
- Qualifications: Must be Diploma Level 4 qualified and have IFA admin/paraplanning experience.
- Other info: Flexible working options available after initial training; growth mindset is essential.
The predicted salary is between 30000 - 42000 £ per year.
This is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. You will learn a huge amount very quickly, working closely with a friendly, close-knit, and supportive team who are committed to your development at every stage. You will be involved in the full advice process from the start. This role is available due to continued organic growth at Clarity Wealth Limited. Progression into the full role is expected to take 12 months, and your long-term path will evolve into either a New Business Adviser or a Servicing Adviser, depending on your skills, preferences, and suitability. We recognise that both are valuable but distinct career paths, and success looks different for different people. Your progression is dependent on your commitment, performance and professionalism.
This is a demanding role that requires real dedication. It will involve:
- Studying for Chartered exams in your own time
- Occasional out-of-hours client meetings
- Home visits
- Timely follow-up on new enquiries and leads
- Answering enquiries out of office hours
This is not for everyone – it’s hard work and requires initiative, resilience, and a genuine passion for financial planning. But for those who want it, the rewards are significant, and the long-term career is highly fulfilling. You will be client-facing within a few months, with full sign-off expected after 12 months, subject to your development. This is supported by our unique one-to-one training, hands-on experience, and regular client exposure. You’ll benefit from direct mentoring from the Founder/Director, as well as additional support from experienced advisers and the wider team. As a growing company, you’ll play a real role in shaping our future. You’ll be supported throughout, but we’re looking for someone who brings a growth mindset, initiative, and a willingness to learn and adapt.
At Clarity Wealth Limited, we are truly independent and directly authorised by the FCA. Our advice is rooted in holistic financial planning – covering pensions, protection, investments, and cashflow modelling. We use evidence-based, metric-driven research and have no contingent relationships with funds or providers. That means as an adviser, you can work with confidence that you are always doing what’s right for the client.
Due to the hands-on training, the role is initially office-based at Beechwood House, but once you are fully signed off, flexible working options can be considered. The breadth of experience you will gain in your first 12 months is unmatched, due to our collaborative culture and the full-cycle advice process you’ll be part of.
Salary: £36,000 – £50,000 per year, depending on experience and qualifications. Discretionary annual bonuses (paid every year to all staff to date). Death in service cover (4x salary). Company pension scheme. Chartered exam costs covered in full. Uncapped earning potential through a progressive bonus and payment scheme. Opportunities for new client referrals. Support to build your own professional connections over time.
We care deeply about our team and our clients. Our aim is to build careers, not just fill roles – and we’re proud to offer a workplace where people feel valued, supported and challenged to grow.
The ideal candidate will be:
- Motivated and career-focused with a genuine interest in financial services
- Friendly, professional, and client-centred
- Diploma Level 4 qualified (essential)
- Experienced in IFA administration and paraplanning
- Comfortable with pensions, investments and general financial planning
Key responsibilities:
- Meet potential clients to understand their financial planning goals
- Deliver investment advice in line with FCA regulations and firm standards
- Provide paraplanning and administrative support as required
- Work collaboratively with the team to support client outcomes
- Maintain and build strong relationships with existing clients
- Contribute to ongoing improvement of our advice and investment propositions
Job Type: Full-time
Pay: £36,000.00-£50,000.00 per year
Additional pay: Yearly bonus
Benefits: Additional leave, Company events, Company pension, Financial planning services, Free parking, Life insurance, On-site parking
Schedule: Monday to Friday
Experience: IFA admin/paraplanning: 1 year (required)
Trainee Financial Planner employer: Clarity Wealth Limited
Contact Detail:
Clarity Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Research Clarity Wealth Limited thoroughly. Understand their values, services, and the unique approach they take to financial planning. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the company.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with current financial planners. This can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare for potential client-facing scenarios. Since you'll be meeting clients early on, practice your communication skills and how to present financial concepts clearly. Role-playing these situations with a friend can boost your confidence.
✨Tip Number 4
Showcase your growth mindset during interviews. Be ready to discuss how you've overcome challenges in the past and your commitment to continuous learning, especially regarding the Chartered exams and adapting to the demands of the role.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA administration and paraplanning. Emphasise any qualifications, particularly your Diploma Level 4, and showcase your skills in financial planning, client relations, and teamwork.
Craft a Compelling Cover Letter: Write a cover letter that reflects your genuine interest in financial services and your motivation to grow within the role. Mention specific aspects of Clarity Wealth Limited that resonate with you, such as their commitment to holistic financial planning and team support.
Showcase Your Initiative: In your application, highlight instances where you've demonstrated initiative and resilience. This could include examples from previous roles or projects where you took the lead or overcame challenges, aligning with the demanding nature of the position.
Prepare for Application Questions: Be ready to answer the application question about providing a covering letter. Ensure your cover letter is well-structured and addresses why you are a good fit for the role, as this will be a key part of your application.
How to prepare for a job interview at Clarity Wealth Limited
✨Show Your Passion for Financial Planning
Make sure to express your genuine interest in financial services during the interview. Share any relevant experiences or studies that highlight your commitment to this field, as the company values candidates who are truly passionate about financial planning.
✨Demonstrate Your Growth Mindset
The role requires a willingness to learn and adapt. Be prepared to discuss how you've approached challenges in the past and what steps you've taken to develop your skills. This will show that you have the right mindset for growth within the company.
✨Prepare for Client-Facing Scenarios
Since you'll be client-facing within a few months, practice how you would handle potential client interactions. Think about how to build rapport and understand client needs, as this is crucial for success in the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training processes, and career progression opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
