⏰ Permanent

Trainee Financial Planner

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Heat Recruitment

                    Location
                    📍 Bristol, United Kingdom
                

                    Posted
                    📅 June 05, 2026
                

                    Work Type
                    ⏰ Permanent
                

Position Overview

                    Location
Stourport-On-Severn
 Salary £35000 - £40000 TypePermanent WorkplaceHybrid Ref89143 Recruiter Managing This Role
Trainee Financial Planner Worcestershire/West-Midlands Up to £40,000

A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFAs in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.

Benefits
Generous salary/bonus and profit share scheme
Group scheme benefits pension scheme, death in service & income protection plan 
Full support towards CII exams
Career and personal development pathways
Wellbeing support services
Generous social budget and team away days
Agile and hom...
                

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Job Details

⏰

Employment Type

Permanent

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