Trainee Financial Planner – £40m Client Bank Provided
Very Competitive Salary + Excellent Bonus + Hybrid/Flexible Working
Location: Devon
An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners.
Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career.
The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes.
Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture.
You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role.
What's on Offer
- Very competitive salary depending on experience
- Excellent bonus structure
- Client bank of approximately £40m AUM inherited from a retiring Adviser
- Full training and development into a Financial Planner role
- Dedicated Administrator and full paraplanning support
- Full study support towards Chartered status, including study days for exams
- Flexible and hybrid working environment
- Genuine autonomy and adviser trust
- Excellent Training & Competence support
- AI support in place to reduce administration and increase efficiency
Benefits
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Private GP service
- Health Cash Plan
- Income Protection
- Life Assurance (4x salary)
- Employee Assistance Programme
- Pension (6% employer / 3% employee contribution)
- Full study support towards Chartered status
- Excellent company culture with regular social and networking events
Who They're Looking For
- Level 4 Diploma qualified (or close to completion)
- Experienced Paraplanner looking to transition into advice, or an existing Trainee Adviser seeking the next step
- Strong technical knowledge and a genuine passion for financial planning
- Excellent communication and relationship-building skills
- Individuals seeking a long-term opportunity within a supportive and growing independent firm
This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With a substantial client bank provided from day one and a clear pathway into a Financial Planner role, this position offers an exceptional platform on which to build a successful advisory career.
If you are an experienced Paraplanner or Trainee Adviser looking to accelerate your progression within a high-quality independent financial planning firm, please send your CV to Harry at Financial Divisions:
