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Trainee Financial Planner

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

Why This Role Stands Out

This trainee financial planner role offers an exceptional opportunity to advance your career with a leading, award-winning firm, providing a generous basic salary up to £50k, bonuses, and a book of existing clients to build upon. You'll thrive here if you possess a full Diploma in financial planning and are eager to develop your expertise with comprehensive training and support in a hybrid environment. This is a fantastic chance to grow your career and make a significant impact.

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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