Job description


Trainee Financial Planner (0414)

  • Location:
  • Working Hours:
    Full Time

Do you have aspirations of becoming a fully qualified Chartered Financial Planner?

We are currently looking for an ambitious individual to support the financial planning team.  In this role, you will develop the required skills to engage with and advise clients in due course once an appropriate, initial period of training, mentoring and compliance oversight has been conducted.

You will be supported by having an individual training programme to suit your technical and soft skill development, which will include support with CII qualifications. In addition you will get regular opportunities to work alongside Financial Planners in some of our eight offices.

What you'll be doing:

  • To provide client and technical support to a Financial Planner in the Torquay office
  • Provide on-going servicing to clients as required and directed by the Financial Planner
  • Undertake recognised industry qualifications to ultimately achieve CII Chartered status
  • Work towards competent status with compliance support and oversight
  • Support business development and networking functions as agreed with your direct report.
  • Agree and follow a plan in relation to business development and ‘soft skill’ training
  • Ensure Continued Professional Development is sufficient based on areas of work
  • Work closely with allocated Client Liaison to ensure that administration is completed in a timely and effective manner
  • Encourage and exhibit behaviours within the function that support the values of the business and that create an environment where mutual trust and respect are encouraged.

About you:

  • Must be qualified to at least QCF level 4
  • A strong desire and commitment to achieve Chartered status
  • Applicants should be efficient, methodical, organised, punctual and comfortable working without support
  • Polite and friendly manner and able to communicate at all levels. Reliable, professional and able to use initiative
  • A keen attention to detail. Able to prioritise workloads and meet deadlines..

Why us:

PKF Francis Clark Financial Planning is the place for your career. Our growth offers you the opportunity to expand and develop your career in a direction that interests you. We offer a supportive and flexible working environment, taking your career seriously to enable you to be the best you can be.

What next:

Please click ‘Apply Now’. If you don’t have an up-to-date CV or would prefer to chat to someone before applying, get in touch with Keith Lackie on

Everyone will receive a response.

PKF Francis Clark doesn’t discriminate. We’re interested in your skills, your experience, your potential, and nothing else.

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Sigma House, Oak View Close, Edginswell Park, Torquay, Devon, United Kingdom, TQ2 7FF