Nene Financial Planning is looking for a trainee financial advisor who can help us bring clarity and confidence to our clients’ long term plans. You’ll play a key role in building, maintaining, and presenting cashflow models that show clients how their financial future could look — and how the right planning can make a real difference.
This role suits someone who enjoys working with numbers, problem solving, and explaining things in a clear, reassuring way.
Once confident in front of clients, we will support you through your formal learning to obtain your Diploma in Financial Advice and prepare you to become a fully fledged Financial Advisor, building your own client bank in line with the clients needs.
You don’t need decades of experience; what matters is accuracy, willingness and commitment to learning and a genuine interest in helping people understand their finances.
What You’ll Do
* Build and update detailed cashflow models for client meetings
* Analyse income, spending, assets, and goals to create clear projections
* Work closely with advisers to prepare client reports and recommendations
* Present cashflow outputs in a way that’s easy for clients to understand
* Spot gaps, opportunities, and risks within a client’s financial plan
* Train to qualify as a regulated financial advisor
What You'll Bring
* Strong numeracy and attention to detail
* Confidence working with financial data and software (we’ll train you on our tools)
* Willingness and commitment to passing diploma level exams
* Clear communication skills — especially when explaining complex ideas simply
* A calm, client focused mindset
Why This Role Could Suit You
* Ideal for someone early in their financial planning career or studying towards a formal financial qualification
* Part time or flexible hour options available
* You’ll gain hands on experience with real client cases
* We’ll support your development — even if you’re still learning the technical side
* Your work will directly help clients make informed, confident decisions
What We Offer
* A friendly, supportive team environment
* Training on our cashflow system and financial planning approach
* Opportunities to grow into advisory role
* A meaningful role where your work genuinely impacts people’s lives
* Flexible working and work from home options available
#J-18808-Ljbffr