Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click

Trainee Financial Planner - National Wealth Management firm

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £50000 - £60000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    14 days ago

  • Expiry date:


  • Startdate:


  • Consultant:


A major UK wealth management firm are looking to hire two Assistant Financial Planners to their London office. The role is a 'fast track' position, designed to give aspiring Financial Planners (likely to be currently working as Paraplanners, or perhaps junior advisers elsewhere) the skills and client exposure needed to become fully fledged Financial Planners in the short to medium term. These individual will each shadow a senior, experienced FP Director, assisting with the advice and relationship management of their HNW client bases before making the transition into standalone adviser roles, taking over a portion of their Directors clients in the process. A really rare opportunity for a driven, Level 4 qualified Aspiring Financial Planner.