Trainee Financial Planner/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

Starting salary: £33-36,000 + Bonus + Excellent Benefits

Are you ambitious, driven and looking to build a long-term career in financial advice?

We are currently working with a highly regarded Wealth Management firm who are seeking talented individuals to join their established Trainee Financial Planner Programme, offering a clear and structured pathway towards becoming a qualified Financial Adviser. This is an excellent opportunity to develop professionally, build lasting client relationships and progress within a successful and growing financial planning business.

Their business has built a strong reputation for developing high-quality talent through a proven adviser academy programme. They are passionate about investing in their people and take pride in creating an environment where individuals can thrive, learn and achieve their full potential.

This role forms part of a structured development programme overseen by an experienced Adviser Development Manager, who will support your progression from trainee through to adviser status and beyond.

You will receive guidance and support to achieve your professional qualifications, including the CII Diploma in Regulated Financial Planning, with longer-term opportunities to work towards Chartered Financial Planner Status.

The initial phase of the programme focuses on developing a strong understanding of client administration and business processes, providing the foundations for a successful career in financial planning. You will work closely with experienced advisers, Chartered Financial Planners, technical specialists and colleagues at various stages of their own professional development.

Key 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 a strong 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.

What We're Looking For

Experience

• Previous administration experience is preferred.
• Understanding of business support processes and systems is advantageous.

Knowledge

• Awareness of the financial services market, including financial products, tax wrappers and the role of a Financial Adviser.
• Understanding of investment and fund management principles is desirable.
• Strong IT skills; experience with financial planning systems and platforms is beneficial but not essential.

Skills

• Strong work ethic and positive attitude.
• Excellent organisational and time-management skills.
• High attention to detail.
• Strong verbal and written communication skills.
• Confident and professional telephone manner.
• Ability to work effectively under pressure and to deadlines.
• Self-motivated with the ability to work independently while contributing to team success.

Qualifications

• Commitment to achieving the CII Diploma in Regulated Financial Planning through the Academy Programme (if not already attained).
• Ambition to progress towards Chartered Financial Planner Status.

Full job specification available on request