Wealth Management firm in Newbury is recruiting a Trainee Financial Planner to join a structured programme that develops from administration to adviser status. You will work with experienced advisers, build client relationships and progress toward professional qualifications.
The role offers a clear career path, support to achieve the CII Diploma in Regulated Financial Planning and potential for Chartered Financial Planner status, with a focus on developing client administration and service
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Trainee Financial Planner: Path to Adviser Status in Newbury employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
