Are you passionate about helping people achieve financial clarity and long-term security? Are you working towards your Level 4 Diploma or already hold a mortgage or protection license? If so, we’d love to hear from you.
We’re a small but forward-thinking financial planning firm, committed to delivering high-quality, holistic advice to our clients. As we grow, we’re looking for a motivated and detail-oriented individual to join us as a Trainee Financial Planner, starting in an administrative support role with a clear development pathway into a client-facing advisory position.

• Supporting advisers with client onboarding, documentation, and compliance
• Managing client communications and maintaining accurate records
• Preparing reports and assisting with research and recommendations
• Learning the ropes of financial planning in a hands-on, supportive environment