NOTTINGHAM
Trainee Financial Adviser – Nottingham – Up to £32,000
We’re seeking an ambitious and motivated individual to join our growing team as a Trainee Financial Planner. This is an excellent opportunity for someone looking to build a long-term career in financial planning, with a clear and structured development pathway supported by full exam funding and on-the-job training.
Development Pathway
The successful candidate will follow a structured 2.5-year progression plan:
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Year 1: Complete all Diploma-level exams within 12 months while working in Client Services to gain a strong understanding of client management and financial operations.
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Year 2: Move into Paraplanning for six months to develop technical and report-writing skills.
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Year 3: Transition into a Financial Planner position with full client-facing responsibilities.
Benefits:
- Flexible working after probation.
- Pro rata holiday entitlement is 25 days per annum plus public holidays, and an extra day off should your birthday fall on a working day.
- 4 x Death in Service scheme.
- Access to Private Medical Insurance scheme after 12 months service. This is treated as a P11D benefit.
- Full exam support.
- Periodic staff days out.
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.