Trainee Financial Planner | Training & Qualifications

Buzzacott; City Of London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A growing professional services firm in London is seeking a Financial Planning Trainee to assist with client portfolios and deliver high-quality advice. Responsibilities include preparing reports, identifying planning opportunities, and managing assignments. The ideal candidate has a 2.1 degree and strong communication skills. Training towards professional qualifications is provided, along with mentorship and a structured development program.

Benefits

Incremental salary increases during training

Paid study leave

Learning and Development support

Qualifications

• Must possess a 2.1 degree.
• Have 120 UCAS tariff points from 3 A-levels.
• Achieve Level 6 in GCSE Maths and English Language or equivalent.

Responsibilities

• Working on a portfolio of clients within the Financial Planning Team.
• Assisting with the preparation of reports and research for meetings.
• Considering planning opportunities and producing suggestions.

Skills

Interpersonal skills

Verbal communication skills

Written communication skills

Problem solving skills

Self-sufficient

Education

2.1 Degree

120 UCAS tariff points from 3 A-levels

GCSE Maths and English Language Level 6 (B grade)

Tools

MS Office Suite

Job description

A growing professional services firm in London is seeking a Financial Planning Trainee to assist with client portfolios and deliver high-quality advice. Responsibilities include preparing reports, identifying planning opportunities, and managing assignments. The ideal candidate has a 2.1 degree and strong communication skills. Training towards professional qualifications is provided, along with mentorship and a structured development program.