Unividual - Guiding you on the right path

Unividual Ltd, Hartham Park, Hartham Lane, Corsham, Wiltshire, SN13 0RP

Phone: 0330 353 0150   -   Fax: 0330 353 0162
Email: headoffice@unividual.co.uk

Trainee Financial Planning Assistant, South West

Unividual are looking for three trainee financial planning assistants to join our team of highly trained and technical individuals. During this time, you will study towards the Diploma and Advanced Diploma in Regulated Financial Planning with the Chartered Insurance Institute. With professional training and a structured study plan you will this on-the-job training programme is like nothing else in the industry.Once you have completed your training, which may take two and a half to three years, you will apply for Chartered Financial Planner status and choose between two career paths, either a Financial Adviser or Technical Specialist.

The Financial Planning Assistant role is an analytical one that involves the gathering of data and writing lengthy, detailed reports that shape advice for our clients. Eventually you will become a professional in areas such as pensions, protection, mortgages, investments, tax and trusts, wealth management, estate planning and much more. The financial planning assistant role entails the following:

1. Communicate effectively with the financial advisers to discuss client financial objectives
2. Be recognised as the second point of contact for a client if their adviser is unavailable
3. Identify and obtain financial research related to the client’s specific situation
4. Prepare and analyse data to conduct an up-to-date report on their financial situation/objective
5. Ensure all clients receive the best of customer service and overtime build relationships with clients
6. Help support and assist other financial advisers and planning assistants where your skills are required
7. Communicate effectively with product providers in a timely manner to meet specific deadlines
8. Research and analyse client situations to conduct advice for pre-meeting work
9. Help advisers make appointments, book meetings in to their diary and liaise with clients
10. Update various databases with correspondence and important information relating to clients
11. Scan documentation in to client files
12. Keep up-to-date with compliance, economic and legislation changes


Unividual are looking for someone a bit special. A person that knows the true meaning of hard-work and wants to push themselves to reach new levels of knowledge and experience, perhaps beyond what they thought they could achieve. Why? Because just like our clients, our employees have clearly defined life goals and objectives. They know that hard work breeds success and in turn increases earning potential. They thrive in this fast-paced, demanding environment because they know it will produce the results required to get to where they want to be in life a lot faster than their peers. You must be able to demonstrate the following:

  • Ambitious, entrepreneurial character that thrives in a demanding environment
  • Highly intelligent individual with the ability to think laterally and bring their own ideas to the table
  • Strong Attention to detail and a naturally critical eye
  • Presentable and smart individual with professional and personable communication skills both verbally and written
  • A team player who is able to also work on their own initiative
  • A personable character that has the ability to get on with people from all sorts of backgrounds and walks of life
  • Extremely proficient with numeracy, IT and literacy and able to write detailed and concise reports
  • Competent in Word, Excel, PowerPoint etc. as well as adapting to the use of new systems
  • Able to multi-task under pressure and achieve results without constant supervision
  • A confident, competitive character with a good sense of humour
  • Caring, empathetic with high morals and naturally trustworthy
  • A desire to learn and able to take constructive criticism, listen and apply to own development
  • Have some experience in financial services, even if it is voluntary, demonstrating a planned desire to enter in to this industry
  • Confident in meeting new people, networking and building rapport and relationships with others


Unividual is a unique company to work for, our culture is centred on a team effort, working towards a common goal with once in a lifetime rewards. This creates a naturally supportive team that is focused not just on our ambitions as a company but on the development of each and every one of us individually. You will work harder than you ever have before but in return you will get such worthwhile experiences and rewards that you wouldn’t get at other companies.

  • Bonus after successful completion of your Diploma and Advanced Diploma
  • Personalised career development and mentoring on objectives and aspirations for life
  • Unividual will pay for your Diploma and Advanced Diploma in Regulated Financial Planning exams
  • CII accredited training by Coinston Press and CII training materials and books
  • Paid time off work to revise and take exams
  • Chartered Insurance Institute membership and fees
  • Income protection, after initial probationary period
  • Workplace pension, including employer contributions
  • Once in a lifetime incentives and training conventions abroad
  • Team building events and days out
  • 27 days’ holiday (including bank holidays) and an extra day’s holiday for every year of service up to 5 years, up to a total of 32 days holiday including bank holidays
  • Client referral bonus scheme
  • Rewards for 5 and 10 years of service

** Employees who leave our business within certain time frames will be required to pay back costs of training. Details of this can be supplied during the application process **

We really do believe in Richard Branson’s philosophy “Train people well enough so they can leave, treat them well enough so they don't want to”. Once graduating, Unicademy students wanting to become an adviser train and work alongside financial planners that are recognised as the best in the country.

Application Requirements

1. Send a covering letter on why you want to work in finance and you are applying for the role
2. Attach a CV with all of your voluntary and employment experience on and exam subjects and grades

Email to:  marketing@unividual.co.uk


Current Vacancies