Trainee Financial Planner

enable recruitment | B Corp™; Brighton; On-site; GBP 40,000 - 50,000; Full time

Job summary

An established industry player in Brighton is seeking a Trainee Financial Planner to join their boutique firm. This role offers a unique opportunity to work closely with seasoned financial planners and gain valuable experience in delivering tailored financial advice to High-Net-Worth individuals. With a clear path to becoming a fully-fledged adviser and full exam funding, this position is perfect for those looking to progress in a supportive environment. If you have a strong understanding of the advice process and a passion for wealth management, this is your chance to thrive in a forward-thinking business.

Benefits

Full exam funding and support

Long-term progression opportunities

Competitive salary

Clear path to adviser status

Qualifications

• Strong understanding of the advice process in a regulated environment.
• At least 3 years’ experience in financial advice or wealth management.

Responsibilities

• Deliver financial advice on pensions, investments, and insurance.
• Manage an existing portfolio of clients on the South Coast.

Skills

Financial Advice

Wealth Management

Client Management

Regulatory Knowledge

Education

Level 4 Qualification

Job description

Job Description

Are you an experienced wealth management professional looking to take the next step into financial advice?

We’re excited to be partnering with a boutique financial planning and investment management firm based in Brighton. They’re seeking a Trainee Financial Planner to join their team on an employed basis.

This is a fantastic opportunity to become part of a well-regarded, boutique firm providing tailored financial planning services to High-Net-Worth individuals across the South Coast.

You'll be working alongside a team of seasoned financial planners with an excellent industry reputation and a proven track record of developing successful advisers.

What you’ll be doing:

• Delivering financial advice on pensions, investments, insurance, and protection.
• Managing an existing portfolio of clients located on the South Coast.
• Progressing through a structured development programme with the goal of achieving Competent Adviser Status (CAS).

What you need to apply:

• A strong understanding of the advice process and experience in a regulated environment.
• Level 4 qualified (or near completion).
• At least 3 years’ experience in a financial advice or wealth management firm.

What’s in it for you:

• Competitive salary up to £50,000 + bonus.
• Clear path to becoming a fully-fledged adviser in a respected firm.
• Full exam funding and support.
• Long-term progression opportunities in a forward-thinking business.

To apply, click the button or reach out directly to Dan:

[e-mail] (Just .co)