Trainee Financial Planner
Remote / Online - Candidates ideally in
Stourport-on-Severn, Worcestershire, DY13, England, UK
Listed on 2026-10-16
Stourport-on-Severn, Worcestershire, DY13, England, UK
Listing for:
Eden Rose
Apprenticeship/Internship, Remote/Work from Home
position Listed on 2026-10-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Wealth Management
Job Description & How to Apply Below
- Worcestershire/West-Midlands
- Up to £45,000
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Plannerto come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.
Benefits- Generous salary/bonus and profit share scheme
- Group scheme benefits - pension scheme, death in service & income protection plan
- Full support towards CII exams
- Career and personal development pathways
- Wellbeing support services
- Generous social budget and team away days
- Agile and home working policies
- 8% matched pension contribution
- Previous experience of working within a Paraplanning or Trainee IFA role.
- Full Diploma CII qualified and working towards Chartered
- Client facing skills and have supported an advisor previously.
- A willingness to learn and develop in the role.
Trainee IFA, Trainee Financial adviser, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice
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