Trainee Financial Planner

Heat Recruitment • Bristol, England • Posted June 22, 2026

About the Role

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...