Trainee Financial Planner

JR United Kingdom; Eastbourne; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading boutique financial planning and investment management firm in Brighton is seeking a Trainee Financial Planner. This role offers a chance to work alongside seasoned financial professionals, delivering tailored advice to High-Net-Worth individuals while progressing towards becoming a fully-fledged adviser.

Benefits

Competitive salary up to £50,000 + bonus

Full exam funding and support

Clear path to becoming a fully-fledged adviser

Long-term progression opportunities

Qualifications

• At least 3 years’ experience in a financial advice or wealth management firm.
• Strong understanding of financial advice process.

Responsibilities

• Delivering financial advice on pensions, investments, insurance, and protection.
• Managing an existing portfolio of clients located on the South Coast.
• Progressing to Competent Adviser Status (CAS).

Skills

Understanding of the advice process

Experience in regulated environment

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: