Trainee Financial Planner – Graduate or Equivalent Programme.

Based St Albans

Hours 9am-5pm

Salary £28,000-£30,000


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, structure and is goal orientated?

Our client, a dynamic and ever-growing financial planner based in St Albans, is now looking for its next selection of trainee Financial Planners to join their internal two year Academy programme.

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

Beginning as a trainee Financial Planner, learning the ropes with administration, and then progressing through to Adviser. Individuals will be progressing quickly, with full support from the company to aid their development through support with exams and clear career milestones. There are clear job titles and goals to achieve with full support each step of the way to achieve your long-term goals.

The role comes with exciting challenges and opportunities for career progression with a company that offers a high level of compensation to its employees.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership, there are fantastic opportunities to learn new skills and build valuable experience within a highly driven team.

If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.


Other benefits of this role include:

  • A generous starting salary for a trainee – £28,000-£30,000
  • Salary rising to £35,000 on completion of exams and £45,000 on completion of CAS status
  • Vibrant, energetic team, highly supportive and social – regular team incentives and the opportunity for those starting out to work alongside experienced individuals in admin and paraplanning hubs, to really get stuck in and be mentored.


To be considered for this role, you must have:

  • Exceptional organisational skills
  • Ability to manage multiple projects at any one time
  • A proactive and flexible approach to work
  • An enthusiastic attitude and bubbly personality
  • A superb telephone manner
  • Work well under pressure
  • Thrive in a busy and demanding environment
  • Be able to prioritise your own workload
  • Have a keen eye for detail

If this role sounds as though it could well be the one you have been waiting for, please email your CV

Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 21 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.