Trainee Financial Planner: Path to Chartered Adviser

Cranleigh Personnel; Hungerford; On-site; GBP 33,000 - 36,000; Full time

Benefits offered by this job

Private medical insurance

Income protection

Death in Service

Company pension scheme

Rail Season Ticket Loan

32 days annual leave including bank or

Job summary

Cranleigh Personnel is seeking a Trainee Financial Planner in Hungerford with occasional trips to London. Starting salary is £33,000, rising to £36,000 after passing 4+ exams, with further increases on Diploma completion. The role offers a clear development path into financial advice within an established practice.

The programme includes support from an Adviser Development Manager and a tailored development plan, designed to reach Chartered status through structured qualification progressions.

Qualifications

• Must be committed to building a career in financial advice.
• Excellent communication and relationship-building skills are essential.
• Willing to develop through a structured Trainee Financial Planner programme.
• Support from an Adviser Development Manager throughout the programme.

Skills

Communication skills

Relationship-building

Teamwork

Ambition and drive

Education

Education leaver

Job description

Cranleigh Personnel is seeking a Trainee Financial Planner in Hungerford with occasional trips to London. Starting salary is £33,000, rising to £36,000 after passing 4+ exams, with further increases on Diploma completion. The role offers a clear development path into financial advice within an established practice.

The programme includes support from an Adviser Development Manager and a tailored development plan, designed to reach Chartered status through structured qualification progressions.