Trainee Financial Planner

JR United Kingdom; 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 team in Brighton. This exciting role offers a competitive salary and a clear path to becoming a fully-fledged adviser. You will work alongside seasoned professionals, delivering tailored financial advice to High-Net-Worth individuals. The firm is committed to your development, providing full exam funding and support as you progress through a structured programme to achieve Competent Adviser Status. If you're ready to take the next step in your financial career, this opportunity is perfect for you.

Benefits

Full Exam Funding

Long-Term Progression Opportunities

Competitive Salary

Supportive Development Programme

Qualifications

• 3+ years in financial advice or wealth management.
• Strong understanding of the advice process.

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 Portfolio Management

Regulated Environment Experience

Education

Experience in Financial Advice

Understanding of Advice Process

Job description

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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: