Trainee Financial Planner - Fareham

Attivo Group; Fareham; On-site; GBP 40,000; Full time

Job summary

A leading company in lifestyle financial planning is looking for a Trainee Financial Planner in Fareham to support high-net-worth clients under the guidance of an experienced Associate Director. This role offers a structured career progression, essential freedom in client interactions, and a comprehensive approach to financial planning in a high-performance environment. With opportunities for mentorship and personal development, the successful candidate will play a critical role in expanding the company's impact while achieving their professional aspirations.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection

Critical Illness cover

Death in Service

Generous holiday allowance

Work from home and flexible working available

Parking allowance for employees over 1.5 miles from office

Qualifications

• Diploma qualified or very close, working towards Chartered status.
• Experience in paraplanning or financial planning support role desirable.
• Genuine desire to become a Financial Planner.

Responsibilities

• Support the Associate Director with financial planning for high-net-worth clients.
• Attend client meetings, contributing to note-taking and follow-ups.
• Prepare financial planning reports and maintain client records.

Skills

Technical knowledge across pensions

Communication skills

Attention to detail

Organizational skills

Client relationship management

Education

Diploma in Regulated Financial Planning

Tools

Financial planning software

CRM systems

Job description

Trainee Financial Planner – Fareham

About Attivo:

Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients’ lifestyle needs.

Whetheryou’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people – because when our people thrive, so do our clients. We’re proud to have been named one of the Professional Adviser’s Best Financial Advisers to Work For 2025.

About the role:

We’re looking for a dedicated Trainee Financial Planner to join our Fareham team, supporting one of our most experienced and high-performing Associate Directors. This is a rare opportunity to work directly with a senior adviser who has built strong, long-standing relationships with a high-net-worth client base – the perfect environment to learn and grow.

You’ll be immersed in a true financial planning culture, with structured support to progress your career – whether you're a highly technical paraplanner ready to move into advice, or someone already advising who wants to accelerate their development under expert mentorship.

About you:

You're technically strong, detail-oriented, and committed to delivering excellent outcomes for clients. You may be working as a paraplanner or in a planning support role and are now ready to step into advice – or you’ve recently begun advising and want the right environment to refine your skills under the mentorship of an experienced Associate Director.

You’re Diploma qualified (or very close), and you’re already working towards Chartered status because you take your development seriously. You’re curious, ambitious, and want to work somewhere that will stretch your potential – with a clear career path and the chance to make a real impact.

You thrive in a professional, high-performance environment where clients always come first. You’re collaborative, confident with clients, and motivated to grow into a well-rounded Financial Planner who’s respected for their technical ability, integrity, and care.

Key Responsibilities include:

• Support the Associate Director in delivering high-quality, independent financial planning to a portfolio of high-net-worth clients

• Attend client meetings and contribute to the fact-finding, note-taking, and follow-up process, developing your confidence and understanding

• Prepare financial planning reports, cashflow models, investment reviews, and technical research under supervision

• Build trusted relationships with clients through regular communication and excellent service

• Coordinate with paraplanners, administrators, and wider team members to ensure seamless client experiences

• Maintain accurate client records and ensure all compliance requirements are met

• Proactively engage with your personal development plan, working towards Chartered Financial Planner status and eventual CAS sign-off

• Contribute to business growth by identifying opportunities for referrals, additional services, and deeper client relationships

Essential skills and experience:

• Diploma in Regulated Financial Planning (DipPFS or equivalent)

• Strong technical knowledge across pensions, investments, protection, and tax planning

• Experience working in a paraplanning or financial planning support role

• Excellent written and verbal communication skills, with the ability to build rapport and trust

• High attention to detail and strong organisational skills

• Genuine desire to become a Financial Planner and deliver outstanding client outcomes

• Proactive, self-motivated, and eager to learn from experienced advisers

• Able to work collaboratively in a fast-paced, professional environment

• Confident using financial planning software (e.g. cashflow modelling tools) and CRM systems

Desirable skills and experience:

• Working towards Chartered Financial Planner status (or intention to do so)

• Previous exposure to client meetings or experience in a client-facing role

• Experience using cashflow modelling tools such as Voyant or CashCalc

• Knowledge of FCA compliance requirements and suitability standards

• Understanding of financial planning for high-net-worth individuals

• Commercial awareness and the ability to identify planning opportunities

• Familiarity with Intelligent Office or similar CRM systems

• Strong alignment with Attivo’s values and commitment to ethical, independent advice

Salary and benefits:

Circa £40,000 depending on experience and qualifications.

Attivo also offers:

• Non-contributory Pension Scheme

• Private Medical Insurance

• Income Protection

• Critical Illness

• Death in Service

• Generous holiday allowance, rising with length of service

• Work from home and flexible working available

• Parking allowance for employees who live over 1.5 miles away from the office

• Excellent culture, promoting employee wellbeing and engagement

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If yourequire reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do soin order to make informed decisions about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries.

Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission.

Please visit our website to view our full privacy policy for prospective employees.