Trainee Planner (Blue River Wealth Management)


Blue River Wealth Management

Job Description

Blue River is a financial planning business focused on helping our clients make good decisions with their money.

The business has grown significantly over the years and, whilst we are always busy, we like to think we are quite relaxed in the way we go about things and provide both a stimulating and enjoyable environment to work in.

The role

We are looking for a trainee planner to join our team. The role will include supporting the adviser and office manager in their daily activities, working with the team in the preparation of reports and recommendations and liaising with clients on the delivery of suitable advice.

You will be intricately involved in the evolution of our advisory processes, providing technical support and also improving the use of technology to further enhance our offering to clients.

What’s In It For Me?


  • Ability to positively impact the business and see the results

  • Be part of a supportive, close-knit team

  • Receive internal and external training and exam support to support your professional developmental needs

Practical/Logistical :

  • Flexible working hours to suit the individual, either part or full time to attract the right calibre of candidate

  • Family first, meaning flexibility to fit around family needs

  • Mixture of office and homeworking based

  • Homeworking equipment provided

Other Contractual Elements:

  • Annual salary – up to £28K plus benefits, depending on experience.

  • Pension scheme (5% of salary)

  • 22 days holiday, plus statutory holidays, plus additional long-service holiday to maximum of 30 days (all based on full time employee)



  • Working towards level 4 CII Regulated Diploma in Financial Planning

  • Commitment to starting level 6 qualifications

  • Have a good understanding of the regulatory requirements of the financial planning profession

  • Be able to work effectively within a team environment

  • Have advanced skills in Microsoft Word, Excel and PowerPoint

You will ideally:

  • Have relevant experience in a regulated financial planning business and an understanding of the advisory process

  • Have good attention to detail and accuracy

  • Excellent organisational and planning skills, this includes project & time management

  • Excellent written and verbal communication and numeracy skills

  • Be innovative, creative, and proactive

  • Enjoy and thrive upon interaction and collaboration with others

  • Have knowledge of Cash Flow Software, Voyant in particular.


If you are interested, we would love to hear from you on