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Permanent

Trainee Financial Advisor

Capio Recruitment Financial Planning
London
money-bag £33000 Annual
Posted: 09 September 2026 (Today)
Closing date: 09 October 2026
Ref: 3171807098

Trainee Financial Planner London Starting Salary from £33,000 + Up to 12% Bonus Are you serious about becoming a Financial Planner and looking for a business with a proven pathway into advice? A growing Chartered financial planning firm is recruiting its next academy intake. This is not a conventional graduate scheme. The business is equally interested in career changers, experienced financial services administrators, existing trainees whose development has stalled and people who have taken a less traditional route into the profession. What matters most is your resilience, your motivation and whether you genuinely want to build a long-term career as a Financial Planner. The programme You will follow an established development programme overseen by a dedicated Adviser Development Manager. The initial stage involves working closely with the Client Service Team so that you understand the administrative and operational foundations of good financial advice. You will then build your technical knowledge, client-facing capability and commercial skills through practical experience, structured training and exposure to experienced advisers. Your development will include: Learning the fundamentals of client administration and servicing Supporting Financial Planners with meeting preparation and follow-up work Developing your knowledge of pensions, investments and tax wrappers Working towards the CII Diploma in Regulated Financial Planning Building confidence communicating with clients ..... full job details .....

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