Trainee Financial Planner

Job in London, Greater London, W1B, England, UK

Listing for: Resource Matters Ltd

Full Time, Apprenticeship/Internship position
Listed on 2026-09-29

Job specializations:

Finance & Banking
Financial Advisor / Consultant

Salary/Wage Range or Industry Benchmark: 65000 GBP Yearly GBP 65000.00 YEAR

Basic Up to £65k Package Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients.

This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development.

To apply for the Trainee Financial Planner role, you must have:

- the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in Financial Planning - Evidence of commitment to previous employers Please send your CV in confidence to Richard Harding quoting

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