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Trainee Financial Planner; structured training programme

Job in Hungerford, Berkshire, L337TJ, England, UK
Listing for: Cranleigh Personnel
Apprenticeship/Internship position
Listed on 2026-09-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 33000 GBP Yearly GBP 33000.00 YEAR
Job Description & How to Apply Below
Position: Trainee Financial Planner (structured training programme)
Trainee Financial Planner

Location:

Hungerford
- Occasional trips to London office Salary:
Starting at £33,000, increasing to £36,000 once 4 exams are passed, with a further salary increase on completion of the Diploma The Opportunity Are you thinking seriously about a career as a Financial Adviser and looking for a structured programme that will help you get there? Perhaps you're an education leaver looking to start a career in financial planning, or you are already working within financial planning but frustrated by the lack of a clear route into advice, or you're considering a career change and ready to dedicate yourself to developing a new profession?

This is a rare opportunity to join an established Trainee Financial Planner programme with a proven track record of developing high-quality Advisers. A Genuine Route into Advice This isn't simply a trainee role with the hope of progression further down the line. There is an established programme designed specifically to help you develop into a Financial Adviser. You'll be supported by an experienced Adviser Development Manager , who will work with you throughout the programme
- The programme is designed to develop you into a Financial Adviser over typically five years, giving you the technical knowledge, qualifications, client experience and professional skills required to succeed. The programme is designed around your individual development, with support provided across both the technical and softer skills needed to become a successful Adviser. That includes:
Support towards the qualifications required for your role and onward progression towards Chartered status An individual development plan based around your strengths and areas for development Exposure to experienced Advisers and Financial Planners Development of client-facing and communication skills Building the confidence, ambition and professional skills required for advice A collaborative and supportive approach throughout your development The Company With just over 100 employees, spread across London, Hungerford, Woking and the Midlands - this is an established and growing Chartered and award-winning financial planning business with an excellent reputation for developing and retaining its people.

The business is genuinely committed to developing its people and believes that the best results come from giving employees the right support, training and opportunities to grow. The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention .

People join, develop and stay because they feel supported and can see where their career can go. This opportunity is in their Hungerford office, where the new hire will benefit from collaboration with 11 advisers and 7 other administrators/paraplanners - whilst also benefiting from wider support from the London team. Qualifications & Salary Progression Your professional qualifications form an important part of the programme, with the business investing in your development throughout.

Starting salary of £33,000 Salary increasing to £36,000 once 4 or more exams have been passed Further salary increase on completion of the Diploma Full support towards the qualifications required for progression Continued development and support towards Chartered status What's else is on offer £33,000 starting salary £36,000 once 4 exams have been passed Further salary increase on completion of the Diploma Established Trainee Financial Planner programme Proven track record of developing high-quality Financial Advisers Dedicated Adviser Development Manager Structured individual development plan Full support towards professional qualifications Exposure to experienced Chartered Financial Planners and Advisers Modern central London office 32 days annual leave including bank holidays Option to buy and sell holiday Private medical insurance Income protection Death in Service Company pension scheme Rail Season Ticket…
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