ESSENTIAL SKILLS AND EXPERIENCE:

• Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Strong technical knowledge across pensions, investments, protection, and tax planning
• Experience working in a paraplanning or financial planning support role
• Excellent written and verbal communication skills, with the ability to build rapport and trust
• High attention to detail and strong organisational skills
• Genuine desire to become a Financial Planner and deliver outstanding client outcomes
• Proactive, self-motivated, and eager to learn from experienced advisers
• Able to work collaboratively in a fast-paced, professional environment
• Confident using financial planning software (e.g. cashflow modelling tools) and CRM systems

DESIRABLE SKILLS AND EXPERIENCE:

• Working towards Chartered Financial Planner status (or intention to do so)
• Previous exposure to client meetings or experience in a client-facing role
• Experience using cashflow modelling tools such as Voyant or CashCalc
• Knowledge of FCA compliance requirements and suitability standards
• Understanding of financial planning for high-net-worth individuals
• Commercial awareness and the ability to identify planning opportunities
• Familiarity with Intelligent Office or similar CRM systems
• Strong alignment with Attivo’s values and commitment to ethical, independent advice

ABOUT THE ROLE:

We’re looking for a dedicated Trainee Financial Planner to join our Fareham team, supporting one of our most experienced and high-performing Associate Directors. This is a rare opportunity to work directly with a senior adviser who has built strong, long-standing relationships with a high-net-worth client base – the perfect environment to learn and grow.
You’ll be immersed in a true financial planning culture, with structured support to progress your career – whether you’re a highly technical paraplanner ready to move into advice, or someone already advising who wants to accelerate their development under expert mentorship.

KEY RESPONSIBILITIES INCLUDE:

• Support the Associate Director in delivering high-quality, independent financial planning to a portfolio of high-net-worth clients
• Attend client meetings and contribute to the fact-finding, note-taking, and follow-up process, developing your confidence and understanding
• Prepare financial planning reports, cashflow models, investment reviews, and technical research under supervision
• Build trusted relationships with clients through regular communication and excellent service
• Coordinate with paraplanners, administrators, and wider team members to ensure seamless client experiences
• Maintain accurate client records and ensure all compliance requirements are met
• Proactively engage with your personal development plan, working towards Chartered Financial Planner status and eventual CAS sign-off
• Contribute to business growth by identifying opportunities for referrals, additional services, and deeper client relationships