Trainee Financial Planner
Heat Recruitment • Bristol, England • Posted June 22, 2026
About the Role
Location
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...
Stourport-On-Severn
Salary £35000 - £40000 TypePermanent WorkplaceHybrid Ref89143Recruiter 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