Trainee Financial Planner Academy — Grow to Adviser

Financial Divisions; Newbury; On-site; GBP 33,000 - 36,000; Full time

Job summary

Financial Divisions in the United Kingdom is seeking ambitious individuals for its Trainee Financial Planner Programme. Starting salary £33,000–£36,000 plus bonus and excellent benefits, with a clear pathway to becoming a qualified Financial Adviser.

This structured development role offers hands-on client exposure, professional qualifications through the CII Diploma in Regulated Financial Planning, and progression within a growing wealth management business.

Qualifications

• Strong work ethic and attention to detail.
• Excellent organisational and time-management abilities.
• Clear communication skills, both written and verbal.
• Willingness to learn and pursue professional qualifications.
• Experience with business support processes is advantageous.

Responsibilities

• Support advisers and planners with client administration activities.
• Maintain accurate client records and documentation.
• Assist with preparing information and reports for client meetings.
• Develop an understanding of financial planning processes and advice delivery.
• Build professional relationships with clients and colleagues.
• Work towards achieving professional qualifications and career milestones.
• Contribute positively to team objectives and business goals.

Skills

Strong work ethic

Organisational skills

Time management

Verbal and written communication

Self-motivated

Education

CII Diploma in Regulated Financial Planning

Tools

Financial planning systems

Job description

Financial Divisions in the United Kingdom is seeking ambitious individuals for its Trainee Financial Planner Programme. Starting salary £33,000–£36,000 plus bonus and excellent benefits, with a clear pathway to becoming a qualified Financial Adviser.

This structured development role offers hands-on client exposure, professional qualifications through the CII Diploma in Regulated Financial Planning, and progression within a growing wealth management business.