Trainee Financial Planner - Hybrid Working

This is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. 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 . Your progression is dependent on your commitment, performance and professionalism . 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.

This is supported by our unique one-to-one training, hands-on experience, and regular client exposure. Our advice is rooted in holistic financial planning – covering pensions, protection, investments, and cashflow modelling. 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. Salary: £36,000 – £50,000 per year, depending on experience and qualifications
Discretionary annual bonuses (paid every year to all staff to date)
Company pension scheme
Uncapped earning potential through a progressive bonus and payment scheme
Motivated and career-focused with a genuine interest in financial services
Experienced in IFA administration and paraplanning
Comfortable with pensions, investments and general financial planning

Meet potential clients to understand their financial planning goals
Deliver investment advice in line with FCA regulations and firm standards
Contribute to ongoing improvement of our advice and investment propositions

Job Type: Full-time

Additional pay:
~ Yearly bonus

Additional leave
Company events
Company pension
Financial planning services
Free parking
Life insurance
On-site parking

Monday to Friday

IFA admin/paraplanning: NO RECRUITMENT AGENCIES PLEASE