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Job Post Details

Trainee Financial Planner

Recruitment Rebellion
Bagshot GU19 5AT

Job details

Pay

  • £65,000 - £70,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

Bagshot GU19 5AT

Benefits
Pulled from the full job description

  • Company pension
  • Employee mentoring programme

Full job description

Join Our Team as a Trainee Financial Planner

About the Role

Are you an experienced and qualified paraplanner or trainee adviser looking to take the next step in your career? HC Wealth Management is seeking a talented and career focused person to join our team of highly experienced individuals.

If you are ready to become a planner and manage an existing portfolio of clients, we can get there.

What You'll Do

As our Trainee Planner, you'll:

  • Build and nurture meaningful relationships with your own portfolio of clients.
  • Conduct annual reviews and develop personalised financial strategies.
  • Create clear, compliant financial plans and reports that translate complex concepts into actionable advice.
  • Apply your technical expertise to help clients make confident decisions about their financial future.
  • Undergo the necessary training to enable you to advise our clients.

Who You Are

Our ideal candidate brings:

  • A minimum of 4 years in the financial planning industry with solid product knowledge.
  • At least 2 years of experience with cash flow planning.
  • Ideally certification as a Certified or Chartered Financial Planner.
  • Exceptional interpersonal skills with the ability to build trust and inspire confidence.
  • Strong analytical abilities combined with excellent communication skills.
  • Proficiency with financial planning tools and modelling software.
  • A meticulous approach to compliance and a commitment to ethical standards.

What We Offer

At HC Wealth Management, you will find:

  • A supportive environment focused on professional development.
  • The opportunity to build your expertise in all areas of financial planning.
  • A culture that values innovation and fresh perspectives.
  • The satisfaction of helping clients achieve their financial goals and secure their futures.
  • A refreshing alternative to larger, corporate firms, and we are determined to retain the values that are important to us as we grow our business into the future.

Benefits

Flexible working, company pension, income protection, Death in Service, 25 days holiday plus bank holidays, bonus scheme.

Apply today and take the next step toward becoming an integral part of our wealth management team.

If you're ready to advance your financial planning career in a role that combines technical expertise with meaningful client relationships, we want to hear from you.

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.

Job Type: Full-time

Pay: £65,000.00-£70,000.00 per year

Benefits:

  • Company pension
  • Employee mentoring programme

Schedule:

  • Monday to Friday

Work Location: In person

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