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Permanent

Trainee Financial Planner-Salary £42k + Excellent Bonus + Hybrid/Flexible Working-Location

Financial Divisions
Plymouth
money-bag £42000 Annual
Posted: 24 June 2026 (Yesterday)
Closing date: 24 July 2026
Ref: 3127754984

Trainee Financial Planner - £40m Client Bank ProvidedSalary £42k + Excellent Bonus + Hybrid/Flexible WorkingLocation: PlymouthAn excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners.Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career.The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes.Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a ..... full job details .....

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