Job Description

Job Title: Trainee Financial Planner

Employer: Independent Multinational Wealth Management and Private Finance Firm

Location: London



About the Firm

My client is a privately owned, independent wealth management and private finance firm providing impartial advice and tailored solutions to individuals, families and businesses. The firm offers advanced client systems, structured training and a compliance‑focused environment to support career development.



Role Summary

The Trainee Financial Planner will support senior advisers and learn to deliver holistic financial planning and wealth management services. This entry-level role combines client servicing, administration and formal study toward recognised industry qualifications, preparing the trainee to advise on investments, pensions and protection.



Key Responsibilities

- Assist senior planners with client fa...