Trainee Financial Planner
other jobs Ortus PSR
Added before 4 Days
- England,East of England,Cambridgeshire
- Full Time, Permanent
- £50,000 - £65,000 per annum
Job Description:
Absolutely — here it is cleaned up with no divider lines and a tighter, smoother flow:
Trainee Financial Advisor – Wealth Management | Up to £65,000 | Cambridge (Hybrid)Step into a client-facing advisory role with structured support and genuine progression.
Company Overview
This forward-thinking, client-centric financial planning firm delivers holistic advice across pensions, investments, protection, and tax planning. Known for professionalism, accountability, and continuous development, the firm supports ambitious professionals who want long-term career growth.
You’ll join a high-performing, collaborative team focused on delivering outstanding client outcomes while developing future Chartered Financial Planners.
Job Title
Trainee Financial Advisor / Trainee Wealth Planner
Ideal for experienced Paraplanners ready to transition into regulated advice.
Location & Work Type
*Cambridge (Hybrid – 2–3 days office-based)
*Full-time, permanent
Salary & Benefits
*£50,000 – £65,000 basic (DOE)
*Bonus scheme
*25+ days holiday + bank holidays
*Generous pension contribution
*Full support toward Chartered status
*Structured mentoring and CPD
*Inclusive, supportive team culture
Responsibilities
Client Advice & Planning
*Support Wealth Planners with holistic financial advice
*Deliver advice across pensions, investments, tax planning, and protection
*Prepare cashflow modelling using tools such as Voyant or CashCalc
*Assist in client reviews and recommendation delivery
*Build confidence towards Competent Adviser Status (CAS)
Development & Compliance
*Receive mentoring from Chartered Advisers
*Complete structured training towards full advisory responsibility
*Maintain CPD and ensure FCA-compliant documentation
*Uphold high ethical and regulatory standards
Requirements
Essential
*Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
*Paraplanning experience within an IFA or financial planning firm
*Strong technical knowledge of pensions, investments, and tax wrappers
*Clear communication and client-facing confidence
*Strong analytical and organisational skills
Desirable
*Working towards Chartered status
*Experience with XPlan or similar back-office systems
*Familiarity with Voyant or CashCalc
*Exposure to complex or high-net-worth cases
How to Apply
If you’re ready to move from Paraplanning into a supported advisory role with clear progression, apply now for a confidential discussion.
Trainee Financial Advisor – Wealth Management | Up to £65,000 | Cambridge (Hybrid)Step into a client-facing advisory role with structured support and genuine progression.
Company Overview
This forward-thinking, client-centric financial planning firm delivers holistic advice across pensions, investments, protection, and tax planning. Known for professionalism, accountability, and continuous development, the firm supports ambitious professionals who want long-term career growth.
You’ll join a high-performing, collaborative team focused on delivering outstanding client outcomes while developing future Chartered Financial Planners.
Job Title
Trainee Financial Advisor / Trainee Wealth Planner
Ideal for experienced Paraplanners ready to transition into regulated advice.
Location & Work Type
*Cambridge (Hybrid – 2–3 days office-based)
*Full-time, permanent
Salary & Benefits
*£50,000 – £65,000 basic (DOE)
*Bonus scheme
*25+ days holiday + bank holidays
*Generous pension contribution
*Full support toward Chartered status
*Structured mentoring and CPD
*Inclusive, supportive team culture
Responsibilities
Client Advice & Planning
*Support Wealth Planners with holistic financial advice
*Deliver advice across pensions, investments, tax planning, and protection
*Prepare cashflow modelling using tools such as Voyant or CashCalc
*Assist in client reviews and recommendation delivery
*Build confidence towards Competent Adviser Status (CAS)
Development & Compliance
*Receive mentoring from Chartered Advisers
*Complete structured training towards full advisory responsibility
*Maintain CPD and ensure FCA-compliant documentation
*Uphold high ethical and regulatory standards
Requirements
Essential
*Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
*Paraplanning experience within an IFA or financial planning firm
*Strong technical knowledge of pensions, investments, and tax wrappers
*Clear communication and client-facing confidence
*Strong analytical and organisational skills
Desirable
*Working towards Chartered status
*Experience with XPlan or similar back-office systems
*Familiarity with Voyant or CashCalc
*Exposure to complex or high-net-worth cases
How to Apply
If you’re ready to move from Paraplanning into a supported advisory role with clear progression, apply now for a confidential discussion.
Job number 3409319
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