Financial Planning Trainee

Cooper Parry · East Midlands, UK

Salary
£23,500
Level
Level 4
Duration
3-5 years
Closes
27 Nov 2026
Qualification
Diploma in Regulated Financial Planning

About the role

Join Cooper Parry Wealth as a passionate and proactive Financial Planning Trainee. This full-time Client Services Assistant role offers an exciting opportunity to learn, develop new skills, and gain invaluable experience in a supportive and collaborative environment. You will be fully supported towards achieving the Diploma in Regulated Financial Planning. The role requires excellent attention to detail, strong communication skills, adaptability, and a curiosity about companies. Minimum entry requirements are 3 A Levels or equivalent with grades BBC, with at least one A Level in a numerical or business-related subject. Candidates with extenuating circumstances are encouraged to apply and discuss their situation.

Entry requirements

  • 3 A Levels or equivalent (BBC, with at least one numerical or business-related subject)

Apply on the employer's site

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