Trainee Financial Planner

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

Job summary

An established industry player is seeking a Trainee Financial Planner to join their boutique firm in Brighton. This role offers a unique opportunity to deliver tailored financial advice to High-Net-Worth individuals while progressing through a structured development program. You'll collaborate with seasoned financial planners and receive full exam funding and support to achieve Competent Adviser Status. With a competitive salary and a clear path to becoming a fully-fledged adviser, this position is perfect for those looking to advance their career in wealth management within a respected firm.

Benefits

Full exam funding and support

Long-term progression opportunities

Competitive salary

Structured development programme

Qualifications

• 3+ years of experience in a financial advice or wealth management firm.
• Strong understanding of the advice process in a regulated environment.

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 Compliance

Education

Experience in Financial Advice

Understanding of Advice Process

Job description

4 days ago Be among the first 25 applicants

enable recruitment | B Corp provided pay range

This range is provided by enable recruitment | B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from enable recruitment | B Corp

Senior Recruitment Consultant – Wealth Management at enable recruitment | B Corp

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.
• 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)

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance

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