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- Tasks: Join a structured two-year programme to become a Financial Planner, working with high-net-worth clients.
- Company: Award-winning financial planning firm with a strong focus on employee development.
- Benefits: Competitive salary, bonus, car allowance, and full qualification support.
- Other info: Dynamic environment with excellent growth opportunities and a supportive team.
- Why this job: Build your career in finance with a clear pathway to partnership and client independence.
- Qualifications: Experience in financial services and part-qualified or fully qualified at Level 4 Diploma.
The predicted salary is between 45000 - 45000 £ per year.
A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.
This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route — from assistant to adviser to equity partner — and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy.
ABOUT THE ROLE
This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role — with a structured pathway, full qualification support, and an established client pipeline to grow into.
You will work alongside a Senior Financial Planner and Business Owner — attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently.
WHAT YOU WILL BE DOING
- Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients
- Acting as a point of contact for client queries and ensuring timely, professional responses
- Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed
- Analysing and documenting client data — income, expenditure, assets, liabilities, and objectives — accurately and in full
- Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team
- Supporting new business development activity — building referral relationships with solicitors and accountants within a targeted geographic region
WHAT YOU WILL NEED
- Experience in a financial services role at an IFA or Wealth Management firm
- Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
Trainee Financial Adviser in Enderby employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in Enderby
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Trainee Financial Adviser role. Prepare a short, engaging introduction about yourself and what you’re looking for. Make it memorable!
✨Tip Number 3
Follow up after interviews! If you’ve had a chat with a potential employer, drop them a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it gives you a better chance of being noticed by our hiring team. Don’t miss out on this opportunity!
We think you need these skills to ace Trainee Financial Adviser in Enderby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Adviser role. Highlight relevant experience in financial services and any qualifications you have. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Financial Planner and how our structured programme fits into your career goals. Let us know what excites you about working with high-net-worth clients.
Showcase Your Skills: In your application, be sure to showcase your analytical skills and attention to detail. Mention any experience you have with client data analysis or preparing financial plans. We love candidates who can demonstrate their technical knowledge!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax planning. Familiarise yourself with the firm's history and their approach to client relationships, as this will show your genuine interest in their work.
✨Showcase Your Experience
Be ready to discuss your previous roles in financial services. Highlight specific examples where you've built client relationships or handled complex financial data. This will demonstrate your readiness for a client-facing role and your ability to transition smoothly into the position.
✨Ask Smart Questions
Prepare thoughtful questions about the structured development programme and the firm's culture. Inquire about the support you'll receive in achieving your Level 4 Diploma and how they foster long-term partnerships. This shows you're serious about your career path and eager to grow.
✨Demonstrate Your Soft Skills
Since this role involves client interaction, be prepared to showcase your communication and interpersonal skills. Practice active listening and think of examples where you've successfully resolved client queries or built rapport. This will help convey your suitability for managing high-net-worth clients.