At a Glance
- Tasks: Join the advice team, lead client consultations, and present tailored financial advice.
- Company: Fast-growing financial planning firm with a mission to tackle pension poverty.
- Benefits: Competitive salary, monthly bonuses, wealth creation scheme, and extensive training.
- Other info: Dynamic office environment with a collaborative culture and excellent career progression.
- Why this job: Make a real impact in financial planning while earning well and growing your career.
- Qualifications: Level 4 qualified or close, with confidence in pensions and a desire to learn.
The predicted salary is between 40000 - 75000 £ per year.
The fact they have a wealth creation (equity) scheme for their staff isn't the only thing different about this business. It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000. That means tackling pension poverty, giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning, and tackling the advice gap.
You'll join the firm's advice team and will be speaking to clients from an early stage. To start with, that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off. Along the way, you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team. Combine that with the many conversations you'll have with clients each day and your development will be considerable.
Because ultimately you get good at something by doing it. And the more you do of it, the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here.
THE PAY
Salary is £40,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. There's also an additional bonus scheme where a profit pot is pooled between staff. Which all adds up to an environment where you'll soon be earning £65,000 - £75,000. Add to that there's a wealth creation scheme. You're not just an employee here - you'll get a real stake. There are other benefits of working here.
The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away. You'll not only get to become the planner you know you can be, but you will also do it in a business that is growing and growing. And as it grows, so will you.
That said, it has had plenty of success already. They brought in well over £100m AUM in 2025 and that figure keeps growing. Indeed, they're one of the fastest growing financial planning firms around. This success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork. It has also hired several high profile people into the leadership team from prestigious national wealth managers. It all boils down to a fulfilling job where you get the chance to advise, get well paid for it and get a stake in the business.
HERE'S WHAT YOU'LL NEED
Level 4 qualified (or close to) is great and you will need to secure it. But in short, the biggest thing you need is confidence/knowledge around pensions. You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly so need to be OK with that. Because this isn't a traditional financial planning job. By the nature of what they do, advice is much more transactional/one-off - so if you're looking to work with the same HNW clients for 20 years, this isn't for you. You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too. You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else.
This job isn't for everyone. In fact, we know it won't be right for the majority of aspiring planners. But for someone, it will be perfect. Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV, don't worry we can come to that later. Everyone will receive a reply.
Trainee Financial Planner in London employer: Exchange Street Claims & Financial Services
This company stands out as an exceptional employer for Trainee Financial Planners, offering a dynamic and collaborative work culture that prioritises employee development through extensive training and mentorship. With a strong focus on tackling financial exclusion and a commitment to providing first-class advice, employees are not only well-compensated but also have the unique opportunity to gain a stake in the business through a wealth creation scheme. The vibrant, start-up atmosphere fosters innovation and growth, making it an ideal environment for those eager to advance their careers in financial planning.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner in London
✨Tip Number 1
Get to know the company inside out! Research their mission, values, and recent achievements. This will help you connect with them during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll be leading initial consultations, so rehearse how you’d introduce yourself and engage clients. Confidence is key, and the more you practice, the more natural it will feel when it’s time to shine.
✨Tip Number 3
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider tips and might even lead to a referral, which can boost your chances of landing the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly!
We think you need these skills to ace Trainee Financial Planner in London
Some tips for your application 🫡
Show Your Passion:When you're writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re genuinely excited about helping clients and tackling the advice gap. Share why this mission resonates with you!
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Trainee Financial Planner role. Highlight any relevant qualifications, especially around pensions, and don’t forget to mention any customer-facing roles you've had. We love seeing how you can bring value to our team!
Be Authentic:Don’t be afraid to show your personality in your application. We’re a vibrant and energetic team, so we appreciate authenticity. Share your story and what makes you unique – it helps us get to know you better!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our growing team. So, hit that apply button!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Pensions Inside Out
Since confidence and knowledge around pensions are crucial for this role, make sure you brush up on the latest pension regulations and schemes. Be prepared to discuss how different pension options can impact clients' financial futures.
✨Show Your Passion for Financial Planning
This company is all about tackling the advice gap and providing peace of mind to clients. During your interview, express your enthusiasm for helping people with their financial planning needs, especially those who feel excluded from traditional services.
✨Demonstrate Your Client Interaction Skills
You'll be leading initial consultations, so practice how you would engage with clients. Think about how to ask open-ended questions that encourage them to share their financial situations, and be ready to showcase your communication skills.
✨Embrace the Start-Up Vibe
This firm has a dynamic, collaborative culture. Be prepared to discuss how you can contribute to this environment and share any ideas you have for improving client experiences or team collaboration. Show that you're not just looking for a job, but a place where you can grow and innovate.
