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Hybrid Trainee Financial Planner — CREST Academy

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Hartsfield Financial Services Limited
Full Time, Apprenticeship/Internship position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
Hartsfield Financial Services Limited is looking for a Trainee Financial Planner in Wiltshire to join their CREST Academy Programme. This position involves supporting senior advisors and mastering a proven advice process to help clients achieve their financial goals. The ideal candidate will hold a CII Level 4 Diploma in Regulated Financial Planning and demonstrate strong communication, technical curiosity, and ambition for a long-term career in financial planning.

The role offers comprehensive study support, a 5% matched pension, and progressively increasing holiday benefits.
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