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Trainee Financial Planner – Client-Facing
Remote / Online - Candidates ideally in
Worcester, Worcestershire, WR1, England, UK
Listed on 2025-12-30
Worcester, Worcestershire, WR1, England, UK
Listing for:
Ellis James Partners
Full Time, Apprenticeship/Internship, Remote/Work from Home
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in the United Kingdom is seeking a Trainee Financial Planner to support senior planners and engage with clients. This full-time role offers mentorship towards Chartered status and includes responsibilities like preparing financial plans and attending client meetings. The ideal candidate will have a strong technical foundation in financial planning. The position offers competitive pay, annual bonuses, and flexible working arrangements.
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