Trainee Financial Planner

Financial planning - Coventry, West Midlands

Ref: 779Monday 15 August 2022

£20,000 - £30,000

If you are interested in becoming a Financial Adviser, we are currently working with an IFA firm who are ready to develop your skillset to achieve this. This opportunity is ideal for professionals who are looking for an opportunity to build a career within the industry. 

On offer is an inclusive environment that promotes teamwork at the core of its culture.  You will be working as part of a productive, high performing team under supervision from a dedicated Mentor, providing support to Managers and Advisers in a Trainee Adviser capacity.

The Opportunity

This is a fantastic chance to join a reputable that has ambitious growth plans backed by strong strategies and processes.

What’s needed for me to be considered?

  • Ambitious and goal-orientated
  • Looking to build a career within Financial Planning
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Ability to take control and drive your own development and study time
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.


  • A full driving licence is useful
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