Trainee Financial Planner

TN United Kingdom; Bagshot; On-site; GBP 30,000 - 50,000; Full time

Job summary

An innovative firm is seeking a Trainee Financial Planner to join their dynamic team. This role offers the opportunity to manage a portfolio of clients while receiving the necessary training to advance your career. You'll create clear financial plans and reports, helping clients make informed decisions about their financial futures. The supportive environment values professional development and innovation, providing a refreshing alternative to larger firms. If you're ready to take the next step in your financial planning career, this position is perfect for you.

Benefits

Flexible Working

Company Pension

Income Protection

Death in Service

25 Days Holiday Plus Bank Holidays

Bonus Scheme

Qualifications

• Minimum of 4 years in the financial planning industry.
• At least 2 years of experience with cash flow planning.

Responsibilities

• Build and nurture relationships with clients.
• Conduct annual reviews and develop financial strategies.

Skills

Interpersonal Skills

Analytical Abilities

Communication Skills

Cash Flow Planning

Technical Expertise

Education

Certification as a Certified Financial Planner

Experience in Financial Planning

Tools

Financial Planning Tools

Modelling Software

Job description

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Join Our Team as a Trainee Financial Planner

About the Role

Are you an experienced and qualified paraplanner or trainee adviser looking to take the next step in your career? HC Wealth Management is seeking a talented and career focused person to join our team of highly experienced individuals.

If you are ready to become a planner and manage an existing portfolio of clients, we can get there.

What You'll Do

As our Trainee Planner, you'll:

• Build and nurture meaningful relationships with your own portfolio of clients.
• Conduct annual reviews and develop personalised financial strategies.
• Create clear, compliant financial plans and reports that translate complex concepts into actionable advice.
• Apply your technical expertise to help clients make confident decisions about their financial future.
• Undergo the necessary training to enable you to advise our clients.

Who You Are

• A minimum of 4 years in the financial planning industry with solid product knowledge.
• At least 2 years of experience with cash flow planning.
• Ideally certification as a Certified or Chartered Financial Planner.
• Exceptional interpersonal skills with the ability to build trust and inspire confidence.
• Strong analytical abilities combined with excellent communication skills.
• Proficiency with financial planning tools and modelling software.
• A meticulous approach to compliance and a commitment to ethical standards.

What We Offer

At HC Wealth Management, you will find:

• A supportive environment focused on professional development.
• The opportunity to build your expertise in all areas of financial planning.
• A culture that values innovation and fresh perspectives.
• The satisfaction of helping clients achieve their financial goals and secure their futures.
• A refreshing alternative to larger, corporate firms, and we are determined to retain the values that are important to us as we grow our business into the future.

Flexible working, company pension, income protection, Death in Service, 25 days holiday plus bank holidays, bonus scheme.

Apply today and take the next step toward becoming an integral part of our wealth management team.

If you're ready to advance your financial planning career in a role that combines technical expertise with meaningful client relationships, we want to hear from you.

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.