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Financial Planning Trainees

Join our dynamic, client-focused Financial Planning team and learn how to assist a vast range of clients including high net worth individuals, entrepreneurs and families. Our clients typically seek solutions for wealth accumulation and preservation and you will help them design their financial future.

As a trainee you will have the opportunity to work on a range of projects including creating and delivering presentations, building cash flow planning models and reviewing investment portfolios. Whatever the challenge, you will build lasting relationships with your clients and colleagues.

We offer early exposure to different areas of financial planning and a vast scope for client interaction from the early stages of your career with us. One way we do this is through our integrated wealth management and advisory service.

You will work towards a Chartered Insurance Institute (CII) qualification over 36 months, with the support of a Manager as your mentor and unparalleled access to Partners and senior staff. Over the course of the contract, you will gain the qualifications and experience necessary to become a financial planner.

A professional training company works with us to run and monitor your tuition, which includes:

  • On-the-job experience
  • Internal training
  • Regular exams and practice papers
  • Please click the link below to connect with us, and get notified when this role launches!

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