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- Tasks: Start as an administrator or paraplanner, progressing to a financial planner in two years.
- Company: Join a modern, vibrant financial planning firm with a youthful leadership team.
- Benefits: Enjoy private medical insurance, share options, 25 days holiday, and hybrid working post-probation.
- Why this job: Gain hands-on experience, support senior planners, and develop your career with clear progression.
- Qualifications: Two years in a financial planning firm and ambition for Chartered status required.
- Other info: No need for an up-to-date CV; everyone will receive a response.
The predicted salary is between 27000 - 45000 £ per year.
You want to be a financial planner. Just not yet. For the next couple of years you want to pass more exams, learn more and be, well, more "ready". But at the same time you don’t want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you’ll be a financial planner. Vague promises won’t do.
If your current firm can’t do that, this one can. At this business you’ll start as an administrator or paraplanner. But in around two years time you’ll be a financial planner. And they can deliver on this because they’ve already done so with three other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career.
To start with you’ll work with a senior planner who will help unlock your potential whilst you support them day to day. In the medium term you’ll develop into a planner and they’ll pass you some of their clients. And with existing clients typically in the £250,000 - £1m range, you’ll pick up some great clients.
Salary will depend on the individual. But you’ll have a salary of up to £45,000 and will join the company bonus scheme. Alongside that your pay will be under review - as you develop your career so your salary will increase.
There’s also an extensive benefits package including:
- Private Medical Insurance
- Share Options Scheme
- Pension and DIS
- 25 days holiday (+ Bank Holidays) per annum
- Employee Volunteering
- Comprehensive support around qualifications and personal improvement with flexible arrangements for study leave
- Hybrid working (post-probation)
This is a modern, vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled.
HERE’S WHAT YOU’LL NEED:
- You’ll have two years experience in a financial planning firm. That will likely be as an administrator or a paraplanner.
- You’ll have begun your exams and will have an ambition to achieve Chartered status.
- You’ll be an energetic team player. Someone who values collaboration and learning from others. This is a hybrid role but you’re someone who learns best through spending time with others - being in the office is something you enjoy not tolerate.
Need more than vague assurances? Click apply. If you don’t have an up to date CV don’t worry about that, we can sort that later. Everyone will get a response.
Trainee Financial Planner employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance events or webinars to meet potential colleagues and mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Research the company thoroughly. Understand their values, mission, and the specific career development paths they offer. This will help you articulate why you're a good fit during any informal conversations or interviews.
✨Tip Number 3
Prepare thoughtful questions to ask during your interview. Inquire about the training and support they provide for achieving Chartered status, as well as how they measure success in the trainee role.
✨Tip Number 4
Showcase your enthusiasm for collaboration and learning. Share examples from your past experiences where teamwork led to successful outcomes, highlighting your ability to thrive in a supportive environment.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your two years of experience in a financial planning firm, focusing on your roles as an administrator or paraplanner. Emphasise any relevant qualifications and your ambition to achieve Chartered status.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how their structured career development aligns with your goals and why you value collaboration and learning from others.
Showcase Your Energy and Team Spirit: Use specific examples in your application to demonstrate your energetic team player attitude. Highlight experiences where you collaborated effectively with colleagues or contributed positively to a team environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial planning industry.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Show Your Ambition
Make sure to express your desire to achieve Chartered status during the interview. This role is all about growth, so demonstrating your commitment to professional development will resonate well with the interviewers.
✨Highlight Team Collaboration
Since the company values collaboration, share examples of how you've worked effectively in teams before. Discussing specific instances where you contributed to a team’s success will showcase your ability to fit into their culture.
✨Ask About Career Development
Prepare thoughtful questions about how the company supports career progression. Inquire about the timeline for becoming a financial planner and what support systems are in place, as this aligns with your desire for a clear career path.
✨Demonstrate Your Learning Style
Since the role involves learning from a senior planner, explain how you thrive in collaborative environments. Share your preference for learning through interaction and how that can benefit both you and the team.
