Trainee Financial Planner | Hybrid, Training & £40m AUM

Financial Divisions; Devon and Torbay; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Private Medical Insurance

Private GP service

Health Cash Plan

Income Protection

Life Assurance (4x salary)

Employee Assistance Programme

Pension (6% employer / 3% employee)

Job summary

Financial Divisions is seeking a Trainee Financial Planner to join a Chartered Independent firm with a national presence. You will receive full training, mentoring and paraplanning support to develop into an Adviser, handling an established client bank from day one.

The role focuses on holistic pensions, investments, protection and estate planning, with strong emphasis on client outcomes, flexibility and a supportive culture, backed by excellent benefits and career development.

Qualifications

• Experienced Paraplanner or trainee adviser transitioning into client-facing advisory role.
• Strong technical knowledge in pensions, investments, protection and wealth planning.
• Excellent communication and relationship-building skills to develop long-term client relationships.

Responsibilities

• Progress into Financial Planner role with client bank support.
• Receive full training, mentoring and paraplanning support.
• Work with pensions, investments, protection, estate planning and intergenerational wealth planning.

Skills

Paraplanner

Communication

Relationship-building

Financial planning knowledge

Training oriented

Job description

Financial Divisions is seeking a Trainee Financial Planner to join a Chartered Independent firm with a national presence. You will receive full training, mentoring and paraplanning support to develop into an Adviser, handling an established client bank from day one.

The role focuses on holistic pensions, investments, protection and estate planning, with strong emphasis on client outcomes, flexibility and a supportive culture, backed by excellent benefits and career development.