Junior Financial Planner (Mentored Path to Adviser)

Fram Search; England; On-site; GBP 24,000 - 32,000; Full time

Job summary

Fram is working with a growing independent financial planning firm to appoint a Trainee Financial Planner. The role offers a clear route into financial advice, working closely with an experienced Financial Planner while developing both technical knowledge and client-facing experience.

The position provides exposure across the full financial planning process, including meeting preparation, client interaction, research, and supporting the delivery of holistic advice.

Qualifications

• Level 4 Diploma in Financial Planning achieved.
• Strong communication skills and client-focused mindset.
• Interest in developing long-term client relationships.

Responsibilities

• Meetings preparation and client interaction support.
• Assist with research and delivery of holistic financial advice.
• Contribute to a structured development programme with mentoring.

Skills

Communication skills

Attention to detail

Interpersonal skills

Education

Level 4 Diploma in Financial Planning

Job description

Fram is working with a growing independent financial planning firm to appoint a Trainee Financial Planner. The role offers a clear route into financial advice, working closely with an experienced Financial Planner while developing both technical knowledge and client-facing experience.

The position provides exposure across the full financial planning process, including meeting preparation, client interaction, research, and supporting the delivery of holistic advice.