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- Tasks: Support Wealth Planners in delivering holistic financial advice and client reviews.
- Company: Forward-thinking financial planning firm focused on client outcomes and professional growth.
- Benefits: Competitive salary, bonus scheme, generous holiday, and support towards Chartered status.
- Why this job: Transition into a regulated advisory role with structured mentoring and clear career progression.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and paraplanning experience required.
- Other info: Join a collaborative team with a strong focus on ethical standards and continuous development.
The predicted salary is between 40000 - 52000 £ per year.
Step into a client-facing advisory role with structured support and genuine progression.
Company Overview
This forward-thinking, client-centric financial planning firm delivers holistic advice across pensions, investments, protection, and tax planning. Known for professionalism, accountability, and continuous development, the firm supports ambitious professionals who want long-term career growth. You’ll join a high-performing, collaborative team focused on delivering outstanding client outcomes while developing future Chartered Financial Planners.
Location & Work Type
Cambridge (Hybrid – 2–3 days office-based) Full-time, permanent
Salary & Benefits
- £50,000 – £65,000 basic (DOE)
- Bonus scheme
- 25+ days holiday + bank holidays
- Generous pension contribution
- Full support toward Chartered status
- Structured mentoring and CPD
- Inclusive, supportive team culture
Responsibilities
- Support Wealth Planners with holistic financial advice
- Deliver advice across pensions, investments, tax planning, and protection
- Prepare cashflow modelling using tools such as Voyant or CashCalc
- Assist in client reviews and recommendation delivery
- Build confidence towards Competent Adviser Status (CAS)
Development & Compliance
- Receive mentoring from Chartered Advisers
- Complete structured training towards full advisory responsibility
- Maintain CPD and ensure FCA-compliant documentation
- Uphold high ethical and regulatory standards
Requirements
Essential
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Paraplanning experience within an IFA or financial planning firm
- Strong technical knowledge of pensions, investments, and tax wrappers
- Clear communication and client-facing confidence
- Strong analytical and organisational skills
Desirable
- Working towards Chartered status
- Experience with XPlan or similar back-office systems
- Familiarity with Voyant or CashCalc
- Exposure to complex or high-net-worth cases
How to Apply
If you’re ready to move from Paraplanning into a supported advisory role with clear progression, apply now for a confidential discussion.
Trainee Financial Planner in City of London employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner in City of London
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Practice Your Pitch
Before you step into any interview, make sure you’ve got your elevator pitch down. We want you to confidently explain why you’re the perfect fit for the Trainee Financial Planner role. Keep it concise, engaging, and tailored to the company’s values.
✨Showcase Your Skills
During interviews, don’t just talk about your qualifications; show us how you can add value. Bring examples of your past work, especially any experience with pensions or investments. We love seeing how you’ve tackled challenges and achieved results!
✨Follow Up
After your interview, drop a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that shows professionalism and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
We think you need these skills to ace Trainee Financial Planner in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Financial Planner role. Highlight your Paraplanning experience and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about transitioning into a client-facing advisory role and how your background prepares you for this opportunity at our firm.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge of pensions, investments, and tax wrappers, make sure to mention any specific tools or systems you've used, like Voyant or CashCalc, to demonstrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and tax wrappers. Being able to discuss these topics confidently will show that you're ready for the role and understand the complexities involved.
✨Practice Client Scenarios
Since this is a client-facing role, practice how you would handle different client scenarios. Think about how you would deliver advice and manage client expectations. Role-playing with a friend can help you feel more comfortable during the actual interview.
✨Show Your Passion for Development
This firm values continuous development, so be prepared to talk about your career goals and how you plan to achieve Chartered status. Highlight any relevant training or mentoring you've pursued and express your enthusiasm for learning.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the firm's approach to client relationships or how they support their team in achieving CPD. It shows you're genuinely interested in the role and the company culture.
