Job Description
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 (, 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.