Trainee Financial Planner – Hungerford, Berkshire

Salary: £33,000 - £36,000 depending on CII RO units held

Benefits: Discretionary annual bonus of up to 12%, Comprehensive study support for CII Diploma and Chartered examinations, Private medical insurance, Income protection and life cover, Company pension scheme, Structured Academy programme with dedicated mentor support, Hybrid working options available following successful probationary period

About the Company

A Chartered financial planning and wealth management practice with multiple regional offices and a London presence. Known for an inclusive culture and commitment to developing in-house talent, the firm combines modern technology with structured mentoring to deliver bespoke advice to private clients.

Role Summary

This role provides a structured entry route into wealth management through an established Academy programme, offering full financial support towards your Level 4 Diploma and Chartered status. Working closely alongside Chartered Financial Planners in Hungerford, you will gain practical technical grounding, client-facing exposure, and a clear progression path to becoming a qualified adviser without needing prior industry mastery.

Key Responsibilities

• Manage client administration and business support processes across core investment platforms, giving you a robust technical grounding in wealth management workflows.
• Work alongside advising Directors and Chartered Financial Planners on live client cases, offering direct exposure to complex advice structures and meeting preparation.
• Participate in the structured Academy curriculum with dedicated development managers, accelerating your progress through CII examinations while building essential consulting skills.
• Liaise directly with clients and professional contacts on day-to-day enquiries, allowing you to develop strong relationship-building skills and commercial confidence.

Requirements

• A genuine interest in building a long-term career within wealth management, supported by a clear understanding of the financial planning profession.
• The commitment and intellectual curiosity to study towards the CII Diploma in Regulated Financial Planning, with any existing RO units advantageous.
• Prior professional experience in business administration, financial services, or another demanding commercial environment, showing resilience and high attention to detail.
• Strong interpersonal and verbal communication skills, with the personal warmth and confidence to engage effectively with clients and colleagues.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Trainee Wealth Adviser, Junior Financial Planner, Financial Planning Assistant, Graduate Financial Planner, Trainee Paraplanner

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.