Vacancy Details

Back to search results

Trainee Financial Planner

Branch:Yeovil
Location:Dorset, England
Contract:Permanent
Salary:GBP18000 - 18000 per Annum
Benefits:None
Job Ref: CT1019
Posted: 14/03/2019
Job Description

Smart Recruitment are currently recruiting on the behalf of a fast growing financial planning firm based in Dorset. They pride themselves in being the best at what they can do and work primarily with high net worth clients. The team are passionate, driven and fun. Together within the practice, their one mission is to deliver excellent client services!

They are currently recruiting for a Trainee Financial Planner to join their well-established practice, you will join as a Junior Administrator where you will learn the foundation of how the business works. In this role, you will experience all positions within the practice to get a comprehensive picture of the Financial Planning process.

In addition to in house training, the client will fund for all study to complete a qualification in Regulated Financial Planning. This is a fantastic opportunity for individuals who would like to build a career and grow within Financial Planning!

You will be responsible for the following:


  • To gain an understanding of the financial planning process
  • Complete in house training and shadowing to given deadlines
  • Deal with clients on a day to day basis
  • Managing investment portfolios
  • Life policies
  • General administrative duties

Skills and experience you will need:


  • GCSE Maths & English C or above
  • Ambitious to learn
  • A keen interest in the financial industry
  • Ability to provide outstanding client service
  • IT literate

If you are interested and would like to be considered for this position please apply today!!