Trainee financial planner

We are a fast-growing financial planning firm with offices in Moorgate and Northamptonshire. We have a proven track record of rapidly developing Graduate trainees into financial advisers, and we are now looking for 2 Grads or early-career paraplanners to join our Northampton team.

EWM Financial Planning is a modern wealth management and financial planning firm. We're objective, whole-of-market, technical, and fast, and we are looking to change the way financial planning is done - driving down costs and optimising investment performance. We do this through deep research and constant change and improvement in all the tools that we use, from platforms to investment management to in-house and external tech.

We are trusted with the management of over £100m after a short 4-year stint, and we have a great team of experts from which to deliver a one-off tailored mentorship program to the right candidates.

This is a full-time, on-site Trainee Financial Planner role based in Sywell. The Trainee Financial Planner will support the advisory team in gathering and analysing client financial information, including income, assets, liabilities, and goals. Day-to-day responsibilities include preparing reports and illustrations, assisting with the creation of holistic financial plans, and, under supervision, helping with retirement, investment, and protection planning recommendations. The role will involve participating in client meetings, documenting outcomes, maintaining accurate records, and ensuring compliance with internal processes and regulatory requirements.

The successful candidate will also be expected to participate in structured learning, pursue relevant professional qualifications, and contribute to a client‑centred, ethical advice process. The right candidate will be fast‑tracked to a financial planning role after 2 years of structured rotations and training.

• Foundational knowledge or strong interest in Financial Planning and Personal Financial Planning, with a commitment to developing expertise in holistic advice.
• Developing understanding of Finance and Retirement Planning, including basic concepts of investments, pensions, protection, and cash flow planning.
• Motivation to work toward Chartered Financial Planner or equivalent professional certifications as career progresses.
• Motivation to work toward Chartered Financial Planner or equivalent professional certifications as career progresses.
• Motivation to work towards the IMC (Investment Management certificate)
• Strong analytical, numerical, and problem‑solving skills, with attention to detail and accuracy in documentation.
• Clear, professional communication skills, both written and verbal, with the ability to explain financial concepts in plain language.
• High level of integrity, discretion, and client‑centred mindset, aligned with a long‑term relationship‑based advice model.
• Ability to work effectively on‑site in Sywell within a small team environment, managing time and tasks proactively.
• Relevant degree (e.g., Finance, Economics, Business, or related field). This a Grad scheme, so experience is not what we are looking for but early career movers will be considered.