Job Title: Trainee Financial Planner
Employer: Independent Multinational Wealth Management and Private Finance Firm
Location: London
About the Firm
My client is a privately owned, independent wealth management and private finance firm providing impartial advice and tailored solutions to individuals, families and businesses. The firm offers advanced client systems, structured training and a compliance focused environment to support career development.
Role Summary
The Trainee Financial Planner will support senior advisers and learn to deliver holistic financial planning and wealth management services. This entry level role combines client servicing, administration and formal study toward recognised industry qualifications, preparing the trainee to advise on investments, pensions and protection.
Key Responsibilities
- Assist senior planners with client fact finds, needs analyses and preparation of suitability reports
- Support preparation and implementation of financial plans covering savings, investments, pensions and protection products
- Maintain accurate client records and ensure documentation meets firm and regulatory standards
- Conduct market research and assist with portfolio monitoring and rebalancing under supervision
- Attend client meetings alongside senior advisers and contribute to client reviews
- Complete assigned training modules and professional qualifications (company supported)
- Contribute to business development activities (client outreach, referrals, networking) as directed
Required Qualifications & Experience
- Minimum of A-levels, bachelor's degree, or equivalent; finance/business related degrees advantageous
- Part qualified and currently studying financial planning qualifications (e.g., Diploma/Chartered route)
- Some customer facing or sales/administrative experience desirable but not essential
- Eligible to work in the hiring location
Skills & Attributes
- Strong communication and interpersonal skills
- Highly organised, detail oriented and good with documentation
- Motivated, coachable and commercially minded with a desire to progress
- Basic numeracy and IT skills; comfortable learning new systems and tools
- Professional demeanour and commitment to maintaining confidentiality and compliance
Training & Development
- Structured training programme and study support for industry qualifications
- Mentoring from experienced planners and regular performance reviews
- Practical on the job learning with increasing client responsibility over time
Benefits
- Competitive starter salary with performance incentives and long term earning potential
- Commission/trail structures as progression occurs
- Full operational and compliance support; clear career progression path
- Visa/work permit assistance for qualifying candidates and international mobility options
- Flexible working arrangements where applicable
How to Apply
Applicants should submit a CV and brief cover letter stating preferred location and career objectives via the recruiter or the client's careers page. Shortlisted candidates will be asked to provide references and eligibility documentation.
Privacy & Consent
By applying, candidates consent to the collection, use and processing of their personal data in accordance with the firm's privacy policy.