Trainee Financial Planner – London

recruitukltd Salary: £40k

Are you considering the next step in your career? Are you interested in joining a firm which is committed to making you an adviser? A firm that will facilitate your studies up to Chartered Fellow?


I have an exciting opportunity to join one of the City’s most prestigious Financial Services firm. They offer fully integrated, bespoke Financial Planning and Investment Management services to a range of HNW/UHNW clients. They currently manage c£5.5billion of Assets from their central London office.


They are seeking a junior Financial Planner to join their team and work closely with the Directors and Senior Financial Planners, which will give you excellent exposure to managing HNW clients with over £1million investable assets.

What’s on offer:

  • Basic salary c£40k with quarterly pay review
  • Attractive benefits package 10% pensions, PMI, DIS
  • Good bonus potential
  • Full study grant up to Chartered Fellow
  • Excellent level of ongoing training and development
  • Clear cut progression up to Director level


Ideal Candidate:

  • Level 4 Financial Planning Diploma
  • Industry relevant degree
  • Committed to career as a Financial Planner
  • Professional and hardworking


If you feel this opportunity matches your current aspirations, and you would like to discuss further, then submit your details and I will get in contact. Quote reference 12388

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