Trainee Financial Planner

Financial Divisions; Devon and Torbay; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Private Medical Insurance

Private GP service

Health Cash Plan

Income Protection

Life Assurance (4x salary)

Employee Assistance Programme

Pension (6% employer / 3% employee)

Job summary

Financial Divisions is seeking a Trainee Financial Planner to join a Chartered Independent firm with a national presence. You will receive full training, mentoring and paraplanning support to develop into an Adviser, handling an established client bank from day one.

The role focuses on holistic pensions, investments, protection and estate planning, with strong emphasis on client outcomes, flexibility and a supportive culture, backed by excellent benefits and career development.

Qualifications

• Experienced Paraplanner or trainee adviser transitioning into client-facing advisory role.
• Strong technical knowledge in pensions, investments, protection and wealth planning.
• Excellent communication and relationship-building skills to develop long-term client relationships.

Responsibilities

• Progress into Financial Planner role with client bank support.
• Receive full training, mentoring and paraplanning support.
• Work with pensions, investments, protection, estate planning and intergenerational wealth planning.

Skills

Paraplanner

Communication

Relationship-building

Financial planning knowledge

Training oriented

Job description

Trainee Financial Planner - Training and Clients Provided

Salary to £45k + Excellent Bonus + Hybrid/Flexible Working

An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners.

Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career.

The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes.

Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture.

You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role.

What's on Offer

• Very competitive salary depending on experience
• Excellent bonus structure
• Client bank of approximately £40m AUM inherited from a retiring Adviser
• Full training and development into a Financial Planner role
• Dedicated Administrator and full paraplanning support
• Full study support towards Chartered status, including study days for exams
• Flexible and hybrid working environment
• Genuine autonomy and adviser trust
• Excellent Training & Competence support
• AI support in place to reduce administration and increase efficiency
• Private Medical Insurance
• Private GP service
• Health Cash Plan
• Income Protection
• Life Assurance (4x salary)
• Employee Assistance Programme
• Pension (6% employer / 3% employee contribution)
• Full study support towards Chartered status
• Excellent company culture with regular social and networking events

Who They're Looking For

• Experienced Paraplanner looking to transition into advice, or an existing Trainee Adviser seeking the next step
• Strong technical knowledge and a genuine passion for financial planning
• Excellent communication and relationship-building skills
• Individuals seeking a long-term opportunity within a supportive and growing independent firm

This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With a substantial client bank provided from day one and a clear pathway into a Financial Planner role, this position offers an exceptional platform on which to build a successful advisory career.