Trainee Financial Planner / Investment Adviser

We are a small but mighty independent financial planning and wealth management firm based in South Wales, and we are actively recruiting within our technical support and advice teams.

A bit more about us:

• Founded 30 years ago
• Chartered Financial Planners
• Chartered Wealth Managers
• We manage funds of around half a billion pounds for our clients across the UK
• We carry out all of our own investment research in-house
• We create bespoke portfolios based on knowing what suits our clients best
• We are specialists in ethical and sustainable investments
• Named Citywire’s best financial advisers in Wales 10 times, most recently in 2024
• Listed in the top 100 financial advice firms in the UK by New Model Adviser for 2023, 2022, 2021, 2020, and other previous years
• Professional Adviser 2022 Best Financial Advisers to work for
• Employee-owned since 2020

We need someone to work on the technical side of financial planning and investment management, where you will have the opportunity to learn and develop your skills in financial planning and potentially work towards becoming a Chartered Financial Planner.

Your day-to-day tasks will include assisting with client meetings, conducting research and analysis, preparing financial reports and plans, and supporting the planning team in providing exceptional service to our clients. You will work closely with our lead planners who between them have vast experience, so you can be assured you are learning from the very best.

We are a people focused business with a low staff turnover, so when we recruit we tend to look for bright motivated people that we think will fit in with the Heron House family and be with us for the long term. We believe in a personal, bespoke approach to financial planning and this tends to extend to how we recruit and train our team, so we create roles around our people with bespoke mentoring and training.

We are ideally looking for this to be a full-time role based at our office in Newport.

We are looking for someone who has:

• A Bachelor’s Degree is preferable, in a financial or business related field
• A strong interest in financial planning and wealth management
• Enthusiasm to learn and progress their career in financial planning
• Excellent analytical and problem-solving skills
• Strong attention to detail
• Good communication and interpersonal skills
• The ability to work effectively in a team

Benefits available:

• Flexible working hours
• Generous holiday allowance
• Beneficiary of our employee ownership trust and profit share scheme after one years' service
• Excellent funded study package
• Private medical insurance
• Death in service scheme
• Pension scheme
• Access to financial advice as and when required
• Cycle to work scheme
• Adhoc team days and trip

Starting salary will be dependent on experience and qualifications.

If you are interested in finding out more and joining our team, please send us a brief covering letter and your CV.