About this role
Trainee Financial Planner – Fast-Track to Financial Adviser
Location: Berkshire
Salary: £30,000–£36,000 + Bonus
Working Pattern: Hybrid – 3 days in the office
Ready to build a career in wealth management?
Are you working in financial services or wealth management and looking for a clear pathway to becoming a qualified Financial Adviser?
An established and growing wealth management firm is looking for an ambitious Trainee Financial Planner to join its successful Academy programme. This is an excellent opportunity to develop your technical knowledge, gain hands-on experience and progress towards an advisory role with structured training and support.
With a strong commitment to developing talent internally, the firm offers a clear career path, professional qualifications and the opportunity to work alongside experienced Financial Planners.
What will you be doing?
- Supporting Financial Planners with client administration and ongoing client servicing.
- Developing your knowledge of investments, pensions, tax wrappers and financial planning products.
- Building strong client relationships and delivering excellent customer service.
- Learning about investment platforms, fund management and financial planning processes.
- Working alongside experienced advisers and technical specialists.
- Studying towards the CII Diploma in Regulated Financial Planning.
- Progressing towards a qualified Financial Adviser role, with the opportunity to achieve Chartered status.
What are we looking for?
- Previous experience in financial services, wealth management or IFA administration is advantageous.
- Existing CII RO qualifications are beneficial but not essential.
- Excellent organisational skills and attention to detail.
- Strong communication skills and a confident telephone manner.
- A proactive attitude, strong work ethic and ability to use your own initiative.
- A genuine interest in financial planning and a desire to become a Financial Adviser.
- A commitment to professional development and further qualifications.
Salary & Benefits
- £33,000 basic salary with 3 CII RO examination passes.
- £36,000 basic salary with 4 or more CII RO examination passes.
- Discretionary bonus of basic salary.
- Structured training and mentoring through an established Academy.
- Clear progression towards Financial Adviser status.
- Support towards the CII Diploma and future Chartered qualifications.
- Pension scheme, life cover and income protection.
- Private medical insurance.
- Hybrid working, with 3 days in the office and paid travel to the London office as required.
Why join?
This is more than an administrative role. It is an opportunity to build a long-term career in wealth management, develop valuable technical and client-facing skills, and progress into an advisory position within a supportive, ambitious business.
If you are motivated, eager to learn and ready to take the next step towards becoming a Financial Adviser, we would love to hear from you.
Apply today to find out more about this exciting career opportunity.