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 and this 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 to develop the skills required to become a successful adviser. For us, it's about working in a collaborative manner, developing the 'soft skills', the 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. The job holder is required to be/become competent in the following areas. Where the job holder and line manager agree that there is a development need in any area, a Personal Development Plan will be discussed, and additional learning facilitated.
• 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 - 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
• 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
Trainee Financial Planner in London employer: The Penny Group
The Penny Group is an exceptional employer located in the heart of London, offering a vibrant and supportive work culture that prioritises employee development and collaboration. With a proven trainee programme led by experienced professionals, employees benefit from close mentorship, competitive salaries, and a range of benefits including a bonus scheme, pension, and private medical insurance. Our commitment to fostering a positive environment where hard work is balanced with enjoyment makes us a standout choice for aspiring financial planners.
