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Trainee Financial Planner

Resource Matters LtdPeterborough, Cambridgeshire🇬🇧United KingdomPosted 24 Jul 2026

Why This Role Stands Out

This is an exceptional opportunity to launch your financial planning career with a highly respected firm, offering comprehensive training, a competitive salary up to £50k, and bonuses, all while managing an established client base. You'll thrive here if you're a motivated professional with a full Diploma in Financial Planning eager to develop your skills and enjoy a hybrid work environment. Embrace this chance to grow and make a real impact in the world of finance!

Quick Overview

Salary
£50k/yr
Work Type
Hybrid
Schedule
Full Time
Level
Entry Level

Job Description

Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads

Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth.

Due to substantial growth the firm are looking to recruit a TraineeFinancial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training!

The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development.

To apply for the TraineeFinancial Planner role, you must have:

- the legal right to work in the UK

- a demonstrable proven track record of consistent success within your current role

- full Diploma in financial planning

- Evidence of commitment to previous employers

Please send your CV in confidence quoting Ref: 98765

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