Trainee Financial Planner / IFA – Graduate or Equivalent Programme.

Earley, Berkshire

Salary £25000 – £28000 – depending on skills and experience + bonus for each exam passed


Are you a graduate or equivalent motivated to build a career in financial services?

Would you thrive in an environment that can offer clear progression road map and is goal orientated?

Our client, a Chartered, independent financial planning company, is now looking for its next hire – to joib the team as an aspiring financial planner

This is an exceptional opportunity for an ambitious and high-achieving individual to work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.

With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.

Beginning as a Trainee Financial Planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is confident with a strong commitment to self-leadership.

The company are a Chartered firm, boutique comapny standing at around 15 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, and social – With a passion for developing and retaining employees. A perfect environment to learn and grow.


Other benefits include:

  • 6% pension
  • 25days holiday
  • DIS
  • Bonus structure and also £250 extra bonus or each exam passed towards Diploma
  • Full Support through to Chartered if desired.

To be considered for this role, you must have:

  • Degree educated (or equivalent)
  • Passion for Financial Planning
  • Have superb attention to detail and excellent numerical skills

Desirable aspects for the role include:

  • Any completed exams towards the Diploma in financial planning (or equivalent)
  • Any prior experience working within financial services, or a wealth planning environment.


Other things to note: This is a full time office based role.

Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.