Trainee Financial Planner
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Job Description
Job Description
Job Title: Trainee Financial Planner
Employer: Independent Multinational Wealth Management and Private Finance Firm
Location: London
About the Firm
My client is a privately owned, independent wealth management and private finance firm providing impartial advice and tailored solutions to individuals, families and businesses. The firm offers advanced client systems, structured training and a complianceโfocused environment to support career development.
Role Summary
The Trainee Financial Planner will support senior advisers and learn to deliver holistic financial planning and wealth management services. This entry-level role combines client servicing, administration and formal study toward recognised industry qualifications, preparing the trainee to advise on investments, pensions and protection.
Key Responsibilities
- Assist senior planners with client fa...