Trainee Financial Planner - Exam Funding & Career Growth

Heat Recruitment; Preston; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading financial services firm in Preston is looking for a Trainee Financial Adviser to join their team. This position offers a structured development pathway, including full exam funding and on-the-job training. The successful candidate will follow a three-year progression plan, transitioning from client services to paraplanning and ultimately to a client-facing financial planner role. This is an excellent opportunity for motivated individuals aiming for a long-term career in financial planning.

Benefits

Full exam funding

On-the-job training

Qualifications

• Degree educated or equivalent experience within financial services.
• Highly motivated, organised, and eager to pursue a career in financial planning.
• Strong communication skills and the ability to build rapport with clients and colleagues.

Responsibilities

• Follow a structured 2.5-year progression plan in financial planning.
• Complete all Diploma-level exams within 12 months while working in Client Services.
• Transition into a Financial Planner position with full client-facing responsibilities.

Skills

Strong communication skills

Highly motivated

Organised

Education

Degree or equivalent experience in financial services

Job description

A leading financial services firm in Preston is looking for a Trainee Financial Adviser to join their team. This position offers a structured development pathway, including full exam funding and on-the-job training. The successful candidate will follow a three-year progression plan, transitioning from client services to paraplanning and ultimately to a client-facing financial planner role. This is an excellent opportunity for motivated individuals aiming for a long-term career in financial planning.