https://jobs.co.uk/job/trainee-financial-planner-exchange-street-claims-financial-services--ca730310-61d2-4f7b-b8d8-b7afceaa89c4 RSS feed for Trainee Financial Planner at Exchange Street Claims & Financial Services. en-gb Mon, 01 Jun 2026 17:21:18 GMT https://jobs.co.uk/job/trainee-financial-planner-exchange-street-claims-financial-services--ca730310-61d2-4f7b-b8d8-b7afceaa89c4 https://jobs.co.uk/job/trainee-financial-planner-exchange-street-claims-financial-services--ca730310-61d2-4f7b-b8d8-b7afceaa89c4 Mon, 01 Jun 2026 11:51:39 GMT Location: London | Salary: 35000.00-35000.00 Annual | Type: Permanent | The fact they have a wealth creation (equity) scheme for their staff isn''t the only thing different about this business. It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.Which is where you come in.THE JOBYou''ll join the firm''s advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client''s situation. But you''ll also get to develop and become the adviser who presents the advice and signs it off.Along the way you''ll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team.Combine that with the many conversations you''ll have with clients each day and your development will be considerable.Because ultimately you get good at something by doing it. And the more you do of it the quicker and... Permanent