Financial Planning Trainee

Framework Design Agency

. Work as a full-time Client Services Assistant while developing a financial planning career .

Posted 10/26/2026full-timeDerby • United KingdomEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong project management skills and attention to detail while maintaining accurate client data and delivering exceptional client experiences. Capable of adapting to changing priorities and effectively multitasking in a dynamic team environment.

Highest-signal resume keywords

Project Management SkillsAttention To DetailStrong Communication SkillsClient Relationship ManagementAbility To Multitask

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data ProcessingClient Data ManagementNumerical AnalysisBusiness-Related Subject Knowledge

Soft Skills

Ability To Build RapportAdaptabilityCommitmentPassion For Numbers

Industry Keywords

Client ServicesFinancial PlanningWealth Management

About the role

Key responsibilities & impact

Work as a full-time Client Services Assistant while developing a financial planning career
Maintain accurate and up-to-date client data and information
Communicate and interact regularly with clients and internal teams
Administer engagement of new clients and servicing of existing clients
Prepare, coordinate and follow up for client meetings
Manage a varied workload
Deliver an excellent overall client experience
Attend an assessment centre at the East Midlands (Sky View) office on 9 December if successful

Requirements

What you’ll need

Minimum of 3 A Levels or equivalent with grades BBC for school leavers
Minimum of one A Level in a numerical or business-related subject
Extenuating circumstances affecting academic results will be considered
Committed and able to balance studies with the day job
Project management skills
Attention to detail and passion for numbers
Ability to follow processes and deliver an exceptional client experience
Strong communication skills and ability to build rapport with clients and colleagues
Ability to adapt to changing priorities and work effectively in a dynamic team environment
Ability to multitask, process data, chase information and prioritise workload
Interest in wealth and motivation to learn, develop and contribute positively

Benefits

Comp & perks

Flexible working - balance home, office and client time in a way that works for you
Generous holiday allowance
No dress code
Award-winning wellbeing support for physical, mental, financial and emotional wellbeing
Paid volunteering opportunities
Social events, sports clubs and communities
Industry-leading training, professional qualifications and development opportunities
Supportive culture encouraging ideas, challenging thinking and impact from day one
Support towards achieving the Diploma in Regulated Financial Planning