Trainee Financial Planner

JR United Kingdom; Luton; On-site; GBP 30,000 - 40,000; Full time

Job summary

A dynamic financial planning firm in Luton is seeking a Trainee Financial Planner, offering comprehensive training and a supportive team environment. With typical salaries around £30,000, plus bonuses based on performance, this role is an excellent opportunity for motivated individuals eager to shape their career in financial advising.

Qualifications

• Ready to advise with training provided.
• Strong understanding of pensions required.
• Motivated and confident in client interactions.

Responsibilities

• Leading initial client consultations.
• Developing into an adviser who presents and signs off advice.
• Participating actively in team training sessions.

Skills

Confidence in advising

Motivation by mission-driven work

Education

Level 4 qualification in Financial Planning

Job description

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Trainee Financial Planner, luton, bedfordshire

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Client:

Exchange Street Recruitment

Location:

luton, bedfordshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

"This is Manchester. We do things differently here" (Tony Wilson).

This Manchester financial planning business is the epitome of different. A traditional IFA practice it ain't.

It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.

That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.

Which is where you come in.

You'll join the firm's advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off.

Along the way you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team. Combine that with the many conversations you'll have with clients each day and your development will be considerable.

Because ultimately you get good at something by doing it. And the more you do of it the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here.

There are other benefits of working here too.

The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away.

You'll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows so will you.

That said it has had plenty of success already. AUM has risen to £70m in the past 16 months and it will soon be a £100m AUM business. And this success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork.

Salary is c£30,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. Depending on performance that's an extra £500 - £1,000 per month.

But it's not the package that will excite you. It's the mission. It's the chance to advise. It's the future of the business.

We can't say too much but let's just say it's worth keeping an open-mind about this opportunity. Because whilst the pay might not blow you away the company does have plans for wealth creation i.e. a stake in the business.

There will understandably be caveats here and it is not in place, yet. But they're a smart business who know if they want to achieve their ambitions you need to keep your staff. And this is the best way of doing so.

HERE'S WHAT YOU'LL NEED:

You'll be level 4 qualified (or close to) and be confident around pensions. The other two advisers are ex-paraplanners so that's a good starting point.

You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly so need to be OK with that.

You'll be someone who knows they'll be a great adviser if only given the chance. There's a fine line between arrogance and confidence but you'll stay on the right side of it.

You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too.

You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else.

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This job isn't for everyone. In fact we know it won't be right for the vast majority of aspiring planners. But for someone it will be perfect.

Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV don't worry we can come to that later.