Financial Planning Trainee

7 days ago


Reading, Reading, United Kingdom Cranleigh Personnel Full time £25,000 - £28,000

Financial Planning Trainee Opportunity

Role Overview

Cranleigh Personnel is seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will have the opportunity to develop your skills and knowledge in financial planning and work towards becoming a qualified financial advisor.

Key Responsibilities

  • Assist in the administration of financial planning cases
  • Support the development of financial plans and recommendations
  • Work towards achieving the CII Diploma in Financial Planning

Requirements

  • Degree educated (or equivalent)
  • Passion for financial planning
  • Excellent numerical skills and attention to detail

What We Offer

  • Full study support to achieve the CII Diploma in Financial Planning
  • Clear progression roadmap and goal-oriented environment
  • Competitive salary and bonus structure

Company Culture

Cranleigh Personnel is a Chartered, independent financial planning company with a supportive and encouraging team environment. We are passionate about developing and retaining our employees and offer a range of benefits, including 6% pension, 25 days holiday, and a bonus structure.

How to Apply

If you are a motivated and ambitious individual looking to start a career in financial planning, please submit your application. We look forward to hearing from you.



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