https://jobs.co.uk/job/trainee-financial-advisor-financial-planner-reed--70ae8122-8973-4820-ab23-cd19bac571db RSS feed for Trainee Financial Advisor/ Financial Planner at Reed. en-gb Wed, 26 Aug 2026 04:41:27 GMT https://jobs.co.uk/job/trainee-financial-advisor-financial-planner-reed--70ae8122-8973-4820-ab23-cd19bac571db https://jobs.co.uk/job/trainee-financial-advisor-financial-planner-reed--70ae8122-8973-4820-ab23-cd19bac571db Tue, 25 Aug 2026 11:55:16 GMT Location: London | Salary: 45000.00-45000.00 Annual | Type: Permanent | Associate Financial Planner Annual Salary: £45000 to £53000 Location: London Job Type: Full-time This is an excellent chance to join a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). As an Associate Financial Planner, you will support the delivery of high-quality financial planning and wealth management advice to high-net-worth individuals, trustees, charities, and corporate clients. This role is ideal for individuals with paraplanning experience looking to expand their responsibilities and progress towards an advisory position. Day-to-day of the role: Collaborate with Chartered Financial Planners to manage complex and higher value client relationships. Conduct detailed research and technical analysis to support advice given by financial planners. Prepare cash flow forecasts and complex financial planning calculations. Write technically correct suitability reports in accordance with agreed recommendations and compliance requirements. Provide ongoing client servicing, including preparing for and attending annual review meetings. Support new client onboarding processes and manage client engagement documentation. Develop and ... Permanent