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Trainee Financial Planner: HNW Clients, Training & Bonuses

Job in Alwalton, Peterborough, Cambridgeshire, PE1, England, UK
Listing for: Resource Matters Ltd
Apprenticeship/Internship position
Listed on 2026-08-08
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 50000 GBP Yearly GBP 50000.00 YEAR
Job Description & How to Apply Below
Location: Alwalton

Resource Matters Ltd in the United Kingdom is recruiting a Trainee Financial Planner. The role offers a basic salary up to £50k plus package and bonuses, with a book of existing clients provided.

We welcome Mortgage Advisors, Paraplanners or Trainee Wealth Planners looking to progress, with full training, support, and a clear career development path.

To apply you must have the legal right to work in the UK, a proven track record, and the Diploma in Financial Planning.

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