Trainee Financial Planner in London

The Penny Group is a vibrant business with a young and diverse demographic based in Cannon Street, London. We passionately believe in growing and developing our people, which has been instrumental to our success. We are looking for individuals with a strong work ethic, high attention to detail, and the ability to achieve agreed outcomes under their own initiative to join the next intake of our Academy, as we continue to “build our own” financial adviser population.

We have a defined set of values that are an integral part of our culture, which we believe is one of the strongest of all financial planning firms. We are a serious business, but we are also conscious that work should be enjoyed. Here at The Penny Group, we have an established trainee programme with a proven record of producing high-quality talent. Our Trainee Adviser track is overseen and run by our Adviser Development Manager, who will work with you to ensure you meet the qualification requirements for your desired role (and onward to Chartered Status) and develop the skills required to become a successful adviser.

For us, it's about working in a collaborative manner, developing the 'soft skills', ambition, and the right attitude of our trainees, providing an opportunity for all, being flexible and supportive to every employee. You will benefit from working in close proximity to our advising Directors and Financial Planning Team, who are Chartered Financial Planners or Diploma qualified and working toward Chartered Status (we are a Chartered firm), along with colleagues at different stages of their development, as well as technical experts and other key contributors to our business. We are based in a modern suite of offices in central London, with additional locations in Woking, Surrey, and Hungerford, Berkshire.

Key Competencies:

• Customer Focus – Provides courteous, timely, and helpful service to encourage client loyalty.
• Leveraging People Skills - Gets along well with others, is tactful, and behaves appropriately in social situations.
• Networking - Builds and maintains a system of strategic business connections.
• Relationship Building - Develops collaborative relationships to facilitate current and future objectives.
• Teamwork - Collaborates with others to achieve goals.
• Verbal Communication - Expresses ideas and opinions effectively in spoken conversations.
• Dependability - Performs work in a reliable, consistent, and timely manner.
• Driving for Results - Accomplishes goals, completes tasks, and achieves results.
• Integrity - Acts honestly in accordance with moral or ethical principles.
• Sales Focus - Generates revenue by promoting products and services to others.

Relevant Experience, Skills & Knowledge Required:

Experience: Strong background in administration and a good understanding of business support systems and processes preferred.

Knowledge: Good overall knowledge of the financial services market including core products/tax wrappers, the role of a Financial Adviser, and principles of fund management.

IT literate: Knowledge of Intelliflo and use of Platforms an advantage.

Skills: Team Player with the ability to achieve agreed outcomes under own initiative, excellent organisational, time management & prioritisation skills, high attention to detail, strong communication skills and confident telephone manner, strong work ethic, and ability to work under pressure and agreed deadlines.

Qualifications: CII R0 Exams to be acquired and passed through Academy Programme.

Our Values:

• We are Professional and Accountable
• We are Dedicated and Ambitious
• We Enjoy what we do; Working Hard and Smart
• We are Generous and Selfless
• We are a Meritocracy

Our trainee positions are initially office-based to increase the opportunities to learn from colleagues. An office-based/working from home split is available once you have successfully passed the Probationary period. We offer a starting salary that rises upon achievement of 4 of the 6 CII 'RO' units, with further increases upon attainment of adviser status and throughout the various stages of promotion that follow. There is also a bonus scheme of up to 12% of basic while you “learn the ropes,” along with other competitive benefits including pension, life cover, income protection, and private medical insurance. We are an inclusive company and we encourage applicants from underrepresented groups.