Hybrid Trainee Financial Planner — CREST Academy
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-06-16
Listing for:
Hartsfield Financial Services Limited
Full Time, Apprenticeship/Internship
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Banking & Finance
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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