Financial Advisor (Trainee)

Financial Divisions; Devon and Torbay; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Private Medical Insurance

Private GP service

Health Cash Plan

Income Protection

Life Assurance (4x salary)

Employee Assistance Programme

Pension (6% employer / 3% employee)

Job summary

Financial Divisions in Plymouth seeks a Trainee Financial Planner to join a growing independent firm with a strong national presence and superb adviser support. You will receive full training, mentoring and a dedicated administrator to help you develop into a successful Adviser, with a client bank provided from day one.

The role offers a clear pathway to Chartered status and ongoing study support, plus a flexible, hybrid working environment and a supportive culture focused on wellbeing and

Qualifications

• Paraplanner with client-facing exposure seeking transition to adviser.
• Strong technical knowledge in pensions, investments, protection, estate planning, and wealth planning.
• Excellent communication and relationship-building skills.

Skills

Financial planning knowledge

Relationship building

Communication skills

Job description

Trainee Financial Planner – Clients Provided

Salary to £50k + Excellent Bonus + Hybrid/Flexible Working

Location: Plymouth

An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners.

Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank provided. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career.

The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes.

Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture.

You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role.

What's on Offer

• Salary to £50k DOE
• Excellent bonus structure
• Client bank provided
• Full training and development into a Financial Planner role
• Dedicated Administrator and full paraplanning support
• Full study support towards Chartered status, including study days for exams
• Flexible and hybrid working environment
• Genuine autonomy and adviser trust
• Excellent Training & Competence support
• AI support in place to reduce administration and increase efficiency
• Private Medical Insurance
• Private GP service
• Health Cash Plan
• Income Protection
• Life Assurance (4x salary)
• Employee Assistance Programme
• Pension (6% employer / 3% employee contribution)
• Full study support towards Chartered status
• Excellent company culture with regular social and networking events

Who They're Looking For

• Experienced Paraplanner looking to transition into advice, or an existing Trainee Adviser seeking the next step
• Strong technical knowledge and a genuine passion for financial planning
• Excellent communication and relationship-building skills
• Individuals seeking a long-term opportunity within a supportive and growing independent firm

This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With a substantial client bank provided from day one and a clear pathway into a Financial Planner role, this position offers an exceptional platform on which to build a successful advisory career.