Trainee Financial Planner

Portrait vacancy

Demand for financial planning and advice continues to grow in Surrey and to meet demand, Chapters Financial Limited is expanding to achieve its growth objectives over the next few years. This new team player will need to embrace the changing regulations and increasing workload as it occurs, working with the team to meet the planned positive outcomes. We have a small, strong and focused team and the prospects ahead look dynamic.

Full training will be provided and any successful applicant needs to be willing to learn, take direction and some ownership of tasks, liaising with team members to meet our objectives in a timely manner and to our standards. Some experience of financial services would therefore be of benefit.

Employed Position Description:

  • Full time role Monday-Friday based in our Guildford office, 08:30 to 17:00
  • First task is to fully understand administration, before moving to para-planning and further when appropriate
  • Desire to become a 'home-grown' adviser, with an understanding that this is likely to take 3+ years and have the patience to work within this time-frame
  • Self-motivated to get on with learning
  • Smart / articulate / patient / studious / approachable / consistent
  • Team member, but able to have the confidence to get on with their own work.


  • 25 days holiday
  • Auto-Enrolment Pension
  • Suitable learning material will be provided & first exam costs per exam paid by us

NO agencies please / We are an equal opportunities employer.

CVs please to:

Chapters Financial Limited is authorised and regulated by the Financial Conduct Authority, number 402899.