Trainee Financial Planner

Acumen Talent Acquisition; City Of London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A growing wealth management firm is seeking a Trainee Financial Planner to join their hybrid team based in London EC3V. This role offers hands-on mentorship from the CEO and involves managing client relationships. Ideal candidates may come from a paraplanning background or be recently qualified. The supportive team environment fosters career development and structured training. The position comes with a salary of £35,000 to £45,000 per annum plus a bonus structure.

Benefits

Administrative and paraplanning support

Collaborative team environment

Opportunities to work with experienced advisers

Qualifications

• Ideal for those transitioning from paraplanning or support roles into client-facing positions.
• Recent qualifications in financial planning are considered.

Responsibilities

• Manage and develop relationships with existing clients.
• Engage with new clients in the Essex area.

Skills

Client relationship management

Financial planning basics

Communication skills

Job description

Job title Trainee Financial Planner

Location Hybrid with the office in London EC3V

Salary £35,000 £45,000 per annum + bonus structure

Duration Full-time, permanent

Sector Financial services / Property

Do you want to join a growing and ambitious wealth management firm as a Trainee Financial Planner? This is an exceptional opportunity to work closely alongside the CEO, receiving hands‑on mentorship and direct exposure to all aspects of financial planning.

You will take responsibility for managing and developing relationships with a segment of the CEOs existing clients, as well as new clients in the Essex area who are joining the firm. This role is ideal for someone looking to transition from a paraplanning or support position into a client‑fac­ing advice role, or for a recently qualified adviser seeking structured mentorship and career development. All levels of experience considered but this is a trainee level role.

Whats in it for you

A genuinely supportive package, including benefits shown across the employee benefits overview, such as:

• Administrative and paraplanning support to streamline your client work
• A supportive and collaborative team environment
• Opportunities to work with experienced advisers