Hybrid Trainee Financial Planner — Chartered Path + £40m AUM

Financial Divisions; Devon and Torbay; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

26 days holiday plus bank holidays

Private Medical Insurance

Private GP service

Health Cash Plan

Income Protection

Life Assurance (4x salary)

Employee Assistance Programme

Pension (6% employer / 3% employee)

Full study support towards Chartered

Excellent company culture with social/

Job summary

Financial Divisions in Plymouth is hiring a Trainee Financial Planner. A well-established Chartered Independent Financial Planning firm offers full training, mentoring and a clear pathway to a Financial Planner role with a client bank from day one.

Join a supportive team with adviser supervision, technology-driven support, and an emphasis on work-life balance. Hybrid/flexible working, excellent progression opportunities and a strong culture are provided.

Qualifications

• Level 4 Diploma qualified (or close to completion).
• Experienced Paraplanner looking to transition into advice or a Trainee Adviser stepping up.
• Strong technical knowledge and genuine passion for financial planning.
• Excellent communication and relationship-building skills.

Skills

Communication skills

Relationship-building

Interest in financial planning

Education

Level 4 Diploma

Job description

Financial Divisions in Plymouth is hiring a Trainee Financial Planner. A well-established Chartered Independent Financial Planning firm offers full training, mentoring and a clear pathway to a Financial Planner role with a client bank from day one.

Join a supportive team with adviser supervision, technology-driven support, and an emphasis on work-life balance. Hybrid/flexible working, excellent progression opportunities and a strong culture are provided.