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Trainee in Financial Planning (Best Life Financial Planning Ltd)

Felpham Village, West Sussex

Best Life Financial Planning Ltd

Job Description

We are a financial planning business that puts the client and their life at the centre of everything we do.

We work with incredible people who are achieving great things, we are their financial partners and lifestyle planners, helping them live the absolute best version of their life.

You will help us create the moments when we help our clients identify what their best life looks like, and then give them the confidence to live it. We try to give people complete peace of mind about their money.

We are now looking to grow our team and we are on the search for an individual who embodies the positive, optimistic and enthusiastic attitude that flows through our business.

You will be

A People Person

We are looking to welcome an individual who loves helping people. A warm, smiling and trusting personality that will build personal relationships with our clients and bring joy to their lives.


We are helping people realise their life goals and exploring what is possible for them. This requires a ‘can do’ attitude which inspires and delights our existing and new clients.

Academically able

Whilst there are no specific academic/qualification criteria, you will need to have demonstrated an ability to study for and pass exams.


We require someone who is able to organise and prioritise their own workload, ensuring client records are kept confidential and accurate.

You can expect

  • A clear roadmap/development plan to become an Independent Financial Planner

  • Full Exam and study support – including a fully paid comprehensive training course to help you obtain the level 4 Diploma in Regulated Financial Planning

  • Full Time working hours – 37.5 hours per week. (Monday to Friday) flexibility is available to fit in with your lifestyle

  • Salary - £18,000 to £22,000 to be agreed

  • 23 days holiday per annum. Plus bank holidays.

  • Free parking available close by

  • A varied role, no two days will ever be the same

  • To feel a sense of continued self-development

  • A combination of remote work (after a period of time) and in-office work

  • To be listened to and able to help forge the future of our aspirational young business

  • As part of your induction, we will provide a financial and life plan for you so that you can experience the incredible method we use with our clients

Initially, you must be able to

  • Attend our office in Felpham Village, West Sussex

  • Be comfortable working alone at times

  • Answer Telephone and deal with enquiries

  • Greet clients and make drinks

  • Check, scan and deal with post

  • Book meetings

  • Filter out emails

  • Learn new systems

  • General letter writing

  • Input data/documents to systems

  • Willing and able to learn/study

If you already have experience in financial services, then this would be fantastic. If not, training will be provided to enable you to complete the more specific roles related to our business such as obtaining information from policy providers.

Has this sparked your curiosity?

We do hope so. Come and shape the role of your dreams as well as the dreams of our clients.

Please e-mail with a copy of your CV along with a cover letter/email summarising why you think you would be a great fit for this role.

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