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Trainee Financial Planner – AUM, Hybrid Path
Job in
Monkton Heathfield, Somerset County, TA2, England, UK
Listed on 2026-06-26
Listing for:
Financial Divisions
Full Time, Apprenticeship/Internship
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Monkton Heathfield
Financial Divisions is seeking a Trainee Financial Planner to join their growing team in Taunton. This role provides the opportunity to inherit a client bank of approximately £40m AUM from a retiring adviser, with full training and mentoring support available.
The firm fosters a collaborative environment and offers a hybrid working model, generous benefits, and a pathway to becoming a fully qualified Financial Planner.
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