Fram Search
Trainee Financial Planner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About the Role
Fram is working with a growing independent financial planning firm that is looking to engage with a Trainee Financial Planner. The role offers a clear route into financial advice, working closely with an experienced Financial Planner while developing both technical knowledge and client-facing experience.
The position provides exposure across the full financial planning process, including:
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- Meeting preparation
- Client interaction
- Research
- Supporting the delivery of holistic advice
There is a structured development programme in place, with mentoring and support designed to build the skills and experience needed to progress into a Financial Adviser role.
This may appeal to someone already working within financial planning who has a clear ambition to become an adviser and is looking for a firm that will actively support that progression. Applicants will need to have achieved the Level 4 Diploma in Financial Planning, alongside strong communication skills, attention to detail, and a genuine interest in developing long-term client relationships.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements
Applicants must have the right to work in the UK.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location