Graduate Financial Planner (Trainee Programme) in Bromsgrove

Build your career as a Chartered Financial Planner

What you\'ll be doing

• As a Graduate Financial Planner, you\'ll become an integral part of our team, supporting the delivery of high-quality financial planning while developing your own knowledge and skills.
• Working directly with the Director and experienced Financial Planners.
• Supporting the preparation of financial planning reports and suitability recommendations.
• Researching pensions, investments, protection and tax planning strategies.
• Liaising with clients, providers and professional connections.
• Preparing documentation for client meetings.
• Attending and shadowing client meetings as your experience develops.
• Helping deliver an exceptional client experience.
• Building your technical knowledge and understanding of holistic financial planning.

Your development

• We are committed to investing in your future. From your first day, you\'ll receive:
• Full funding for your Chartered Insurance Institute (CII) qualifications.
• Paid study leave to support your professional exams.
• One-to-one mentoring from the Director.
• A structured personal development plan.
• Regular feedback and career development reviews.
• Increasing responsibility as your knowledge and confidence grow.
• You'll gain practical experience alongside your studies, giving you the skills and confidence to progress towards becoming a Chartered Financial Planner.

Your Career Pathway

• This role is designed as the first step in a long-term professional career.
• A typical progression could be:
• Financial Planning Administrator
• Paraplanner
• Associate Financial Planner
• Financial Planner
• Chartered Financial Planner
• Progression is based on your development, performance and professional qualifications—not simply time served.
• You do need 5 years of financial service experience to qualify as a Chartered Financial Planner.
• We\'re looking for someone with the drive, curiosity and ambition to become a Chartered Financial Planner.
• This is a unique opportunity to join our growing financial planning practice and learn directly from the Director, gaining hands-on experience from day one.
• You\'ll receive full funding for your Chartered Insurance Institute (CII) qualifications, paid study leave and structured mentoring as you develop the technical knowledge, professional skills and client relationships needed to become a trusted Financial Planner.
• This isn\'t simply a graduate job—it's a structured training programme designed to develop the next generation of Chartered Financial Planners.
• If you\'re looking for a profession where you\'ll continually learn, develop and make a genuine difference to people\'s lives, we\'d love to hear from you.

Why this opportunity is different

• This isn\'t a large corporate graduate scheme where you become one of hundreds of trainees.
• You'll work directly with the Director from day one, gaining exposure to real client meetings, financial planning strategies and professional decision-making.
• You\'ll receive individual mentoring, fully funded CII qualifications, paid study leave and a structured development programme designed to help you become a Chartered Financial Planner.
• If you\'re ambitious, eager to learn and looking for a profession rather than just a job, this is an opportunity to build a rewarding long-term career with a firm that is committed to your success.
• We\'re looking for potential, enthusiasm and the desire to build a successful career.
• A degree (2:1 or above preferred) in any discipline.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• High attention to detail.
• A proactive attitude and willingness to learn.
• Strong organisational skills.
• A genuine interest in financial planning and helping clients achieve their goals.
• Previous experience in financial services isn\'t essential—we\'ll provide the training and support you need to succeed.

planr financial planning is a modern, client focused financial planning firm committed to giving people clarity and confidence about their financial future. We provide personalised advice across retirement planning, investments, protection, and cashflow modelling — always delivered in a clear, jargon free way. Our culture is open, supportive, and collaborative. We value integrity, empathy, accountability, and continuous learning. As a growing organisation, every team member has a real voice and meaningful impact. Equality, diversity, and inclusion are central to who we are. We believe everyone deserves fair opportunities, a respectful workplace, and the freedom to be themselves. Diverse perspectives make us stronger and help us deliver better outcomes for our clients.