Trainee / Associate Financial Planner
This is an exciting opportunity for an ambitious Trainee / Asscoiate Financial Planner to join a highly qualified, fully accredited financial planning firm at an exciting point in our growth. Our purpose is simple yet powerful: to have a positive and lasting influence on our clients and their families, helping them live their best lives with clarity, confidence and peace of mind.
As a Trainee / Associate Financial Planner, you will work closely with a Lead Financial Planner, supporting the delivery of truly personal, values-led financial plans that put people first.
Through a structured development programme, you will play an integral role in client relationships, plan construction, research and ongoing reviews - gaining deep exposure to every aspect of high-quality financial planning. This is a supported pathway designed to equip you with the technical expertise, confidence and judgement needed to step into a Lead Financial Planner role.
Our firm is built on long-term, multigenerational relationships. We go beyond numbers, taking the time to understand what matters most to each client and their family, and building plans that adapt as life evolves.
You will be part of a collaborative, forward-thinking team that values integrity, empathy and excellence — a team where your contribution genuinely matters and every interaction matters.
Joining us now means becoming part of a strong growth phase, with clear opportunities for progression, mentorship and professional development. If you are passionate about making a meaningful difference in people’s lives and are motivated by a career with purpose and momentum, this role is your foundation for a rewarding future in financial planning.
Please do review the Job Profile below and then send a covering letter and your CV to [email protected]
We look forward to hearing from you.
Job Profile
Summary of Role
As a Trainee / Associate Financial Planner, you will play a meaningful role in the lives of our clients, supporting them throughout their financial planning journey with consistency, care and precision. Working closely with a Lead Financial Planner, you will contribute to the delivery of truly personal, values-led financial plans that put people first - helping clients achieve clarity, confidence and peace of mind about their financial futures. You will develop deep client relationships, work towards further professional qualifications, and build the experience and judgement needed to grow within the firm.
Key Responsibilities
* Build and nurture long-term client relationships: Support Senior Financial Planners in communicating financial strategies, delivering ongoing advice, and ensuring every client interaction reflects our commitment to putting people first.
* Conduct research and analysis: Carry out detailed analysis of clients’ financial positions, including existing investments, retirement provisions and protection policies, to inform meaningful and well-grounded planning recommendations.
* Prepare and deliver client meetings: Supporting a Lead Financial Planner in preparing and delivering client meetings, while you build the knowledge and understanding of FFP’s approach and standards, to eventually deliver your own tailored and purposeful comprehensive client meetings.
* Contribute to financial plan development: Assist in building tailored financial plans and solutions that genuinely reflect clients’ goals, values and circumstances, ensuring their financial planning objectives are met with care and clarity.
* Develop and apply technical expertise: Begin advising clients on investment solutions, tax planning strategies and protection needs, always acting in their best interests and in line with their broader financial objectives.
* Maintain compliance standards: Ensure all client advice and documentation is accurate, up to date and fully compliant with regulatory requirements, upholding the high professional standards our clients trust us to maintain.
* Commit to ongoing professional development: Actively pursue and record continuing professional development, working towards further qualifications as part of a structured pathway designed to support your long-term growth within the firm.
* Collaborate across the team: Work closely with colleagues across the team to ensure a joined-up, consistent experience for every client - contributing to a culture where every interaction matters.
Person Specification
* Qualifications: THIS IS A KEY REQUIREMENT FOR THIS ROLE
Minimum Level 4 Diploma in Financial Planning, with a commitment to working towards chartered status and Level 7 CFP.
* Communication skills: Strong written and verbal communication, with the ability to engage confidently with clients and colleagues alike - conveying complex information with clarity and empathy.
* Organisational skills: Able to manage multiple tasks and prioritise effectively, maintaining accuracy and professionalism under pressure.
* Attention to detail: A meticulous approach to client documentation and correspondence, reflecting the care and precision our clients deserve.
* IT literacy: Proficiency with financial planning software (e.g. Prestwood/Truth, Intelliflo) and Microsoft Office suite.
* Client-first mindset: A genuine commitment to delivering outstanding service and making a positive difference in clients’ lives - living our belief that every interaction matters.
Please do get in touch with us with your covering letter and CV to [email protected]
Pay: £35,000.00-£50,000.00 per year
Benefits:
- Company events
- Company pension
- Employee mentoring programme
- Flexitime
- Health & wellbeing programme
- Life insurance
- On-site parking
- Sick pay
- Work from home
Work Location: In person
