At a Glance
- Tasks: Assist in financial planning, client meetings, and research to support holistic advice.
- Company: Growing independent financial planning firm with a supportive environment.
- Benefits: Mentorship from experienced planners and opportunities for professional growth.
- Other info: Clear path to becoming a qualified Financial Adviser.
- Why this job: Kickstart your career in finance with hands-on experience and expert guidance.
- Qualifications: Passion for finance and eagerness to learn in a client-focused role.
The predicted salary is between 51750 - 63250 £ per year.
Fram is working with a growing independent financial planning firm to appoint a Trainee Financial Planner.
The role offers a clear route into financial advice, working closely with an experienced Financial Planner while developing both technical knowledge and client-facing experience.
The position provides exposure across the full financial planning process, including meeting preparation, client interaction, research, and supporting the delivery of holistic advice.
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Junior Financial Planner (Mentored Path to Adviser) employer: Fram Search
Join a dynamic and supportive independent financial planning firm that prioritises your professional growth as a Junior Financial Planner. With a clear path to becoming a qualified adviser, you'll benefit from hands-on mentorship, a collaborative work culture, and opportunities to engage directly with clients while honing your skills in a thriving environment.
