Trainee Financial Planner

Trainee Financial Planner

Urgent Hiring | Fully Remote UK | Full-Time | £28,000–£35,000 + Bonus | Full Training & Study Support

One of Our Clients Is Hiring

One of our clients, a growing UK financial planning business, is looking to appoint a Trainee Financial Planner to join their team on a fully remote basis.

If you are looking to build a genuine career in Financial Planning, Wealth Management or Financial Advice, this could be an excellent opportunity to get started with the right support and professional development.

You do not need to have years of experience. The client is looking for someone with the right attitude, strong attention to detail and genuine interest in building a career within financial services.

Full training and study support are available, with a structured pathway towards professional financial planning qualifications.

Why Apply?

• Fully remote working from anywhere in the UK
• Competitive salary of £28,000–£35,000, depending on experience
• Performance-related bonus
• Full study support towards CII Level 4
• Structured training and professional development
• Mentoring from experienced Financial Planners
• Clear long-term career progression
• Opportunity to develop a career in Financial Planning and Wealth Management
• Supportive and professional working environment

The Opportunity

As a Trainee Financial Planner, you will work alongside experienced professionals and gain practical exposure to the financial planning process.

You will develop your knowledge of investments, pensions, protection and financial planning while supporting the team with client administration, research and preparation.

Over time, you will be given increasing responsibility as you develop your technical knowledge, confidence and professional qualifications.

Key Responsibilities

• Support Financial Planners with client cases and financial planning activities
• Assist with client fact-finding and information gathering
• Research pensions, investments, protection and financial planning solutions
• Prepare client documentation and financial planning reports
• Assist with suitability and recommendation documentation
• Maintain accurate client records and financial information
• Support cashflow modelling and financial planning analysis
• Attend virtual client meetings where appropriate
• Liaise with clients and internal teams professionally
• Work towards relevant professional qualifications
• Continue developing knowledge of UK financial planning and wealth management

Who Should Apply?

This role could suit candidates from a range of backgrounds, including:

• Graduate Financial Planner
• Financial Planning Assistant
• Financial Services Administrator
• Wealth Management Administrator
• Junior Paraplanner
• Trainee Paraplanner
• Banking or Finance Graduate
• Financial Services Graduate
• Customer Service professional looking to move into financial services
• Administrator with a strong interest in Financial Planning

Previous experience in financial services is beneficial but not essential, provided you have the motivation and ability to learn.

What We Are Looking For

• Genuine interest in Financial Planning, Wealth Management or Financial Advice
• Strong attention to detail
• Good numerical and analytical ability
• Excellent written and verbal communication
• Strong organisation and time-management skills
• Ability to work independently in a remote environment
• Professional approach to handling confidential information
• Commitment to learning and professional development
• A willingness to work towards CII qualifications

A degree in Finance, Economics, Business or a related subject would be advantageous, but relevant experience and potential will also be considered.

Career Progression

This role is designed to provide a clear long-term career pathway:

Trainee Financial Planner → Paraplanner → Financial Planner → Senior Financial Planner / Financial Adviser

The successful candidate will receive ongoing support and development as they progress.

Fully Remote – UK

This is a fully remote UK-based position, offering the flexibility to work from home while developing a professional career within the financial services industry.

Apply Now

If you are ambitious, organised and ready to build a career in Financial Planning, we would like to hear from you.

The client is looking to move quickly, so apply today to be considered for this opportunity.

We aim to respond to applicants within 15 days.