Financial Planning Trainee

8 hours ago

Wokingham, Wokingham, United Kingdom Cranleigh Personnel Full time
Unlock Your Potential as a Trainee Financial Planner

Are you a driven graduate eager to build a successful career in financial services? Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment?

Cranleigh Personnel, a Chartered and independent financial planning firm, is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner. This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent.

Why This Role Stands Out:
  • Clear Path to Success: You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser.
  • Study Support: Full support to achieve your CII Diploma in Financial Planning, with bonuses for every exam passed, and the opportunity to work towards Chartered status.
  • Supportive Environment: Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development.
  • Benefits: Competitive salary, 6% pension, 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner.
What We're Looking For:
  • Graduate-level education (or equivalent).
  • A passion for financial planning and a clear drive to learn and succeed.
  • Strong attention to detail, excellent numerical skills, and a commitment to personal development.
  • Any prior experience in financial services or wealth planning is a bonus but not essential.

If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning

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