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Trainee Financial Planner Peterborough Full Time, Permanent £28,000 - £34,000 P.A (DOE) Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relationships that will last for generations to come. The business is focused on managing their clients wealth which includes private pensions, investments and corporate company benefits. As the business continues to grow, they are now looking for an additional team member who has a very strong background in administration or financial services with the aspiration to become a Financial Planner. You will be very meticulous and methodical with a "can do" attitude putting clients at the forefront of their business. Duties for the Trainee Financial Planner include…. Analyse client portfolios Prepare / send suitability and letters of authority Input policy details Liaise with and support Financial Advisors Prepare and present reports Ensure that advice is accurately processed and compliant Identify and discuss areas for further financial planning with advisor Ensure that all files worked on are compliant with industry regulations Complete complex administrative tasks Comply with FCA rules at all timesExperience required… Experience working in Pension, Investment, Insurance, Banking, or Financial Services Graduates or school leavers also considered Excellent time management and organisational skills Be able to work as part of a small team with the confidence to communicate effectively with others Have awesome attention to detail and be well organised with excellent IT skills Strong numerical skillsBenefits for the Trainee Financial Planner Monday - Friday 9am - 5:30pm (flexible) | 4pm finish on Fridays 23 days holiday + bank holidays Contributory Pension 10% Life cover Death in service Critical Illness Private Medical Insurance Free lunches Should you be interested in this position then please apply within. Applications from outside the UK will not be considered. 3Sixty Resourcing Ltd is an independent recruitment consultancy based in Peterborough supplying permanent and contract personnel across the UK. We have a wealth of experience operating in the permanent, temporary and contract industry. We take pride in providing the best customer journey for our clients and candidates covering the following areas: Office, Engineering, Technical, Manufacturing & Construction

Barclays is looking for a Private Banking Executive in London. Experience in a private banking environment is essential along with strong organizational skills. Your role includes managing complex client situations and ensuring compliance with banking regulations.

This role focuses on driving new business opportunities in private banking and wealth management.

We seek someone fluent in Russian with front office experience in private banking.

Barclays Bank PLC is seeking a Private Banking & Wealth Management Executive in London to assist in acquiring and servicing clients. The ideal candidate will have strong banking knowledge, client relationship experience, and the ability to manage multiple priorities in a dynamic environment.

Advisory Specialist - Private Banking & Wealth. We are currently seeking an experienced professional to join our team in the role of Advisory Specialist – Private Banking & Wealth where you’ll help shape and elevate our UK advisory proposition to be truly best‑in‑class. Proven track record w

JPMorgan Chase is looking for an Analyst Controller in Private Banking Finance, based in Greater London.

MORGAN in Greater London is seeking an Analyst Controller in Private Banking Finance.

Senior Events Associate in London to manage logistics and execution for client events.This full-time role involves planning and delivering events, coordinating with vendors, and ensuring high-quality execution across EMEA.The ideal candidate will have extensive experience in corporate events, except

Within the Investment Banking Division of Société Générale, Leverage Finance (“LF”) is responsible for the origination, structuring, and underwriting of debt finance for Private Equity backed LBOs and non‑investment grade corporates encompassing both leveraged loans and high yield bonds. T

QNB Group in Greater London is seeking a customer service-oriented individual to assist clients with inquiries, promote banking products, and maintain high standards of confidentiality.

NACBA is seeking a talented Private Bank Internal Auditor - Associate to enhance governance and operational excellence within our Private Banking Internal Audit team.

Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. Private Banking Executive (Bi/Tri-lingual requirement) | Barclays | London. To be successful as a Private Bankin

Senior Private Banking Executive – Sports Entertainment and EntrepreneursApplylocations: London Mayfair Curzon Streettime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 11, 2026 (6 days left to apply)job requisition id: 154534End DateWednesday 10 June 2026**

JJ SEARCH LIMITED is seeking a Client Onboarding Specialist in London to join its esteemed Private Bank.

JPMorganChase is seeking a Senior Internal Auditor to join its Private Banking Audit team in London.

EFG International is looking for a Deputy Head of Private Banking Support in Greater London. Benefits include a competitive pension, enhanced annual leave, and private medical cover.

The ideal candidate should have experience in client-facing roles within Private Banking and possess excellent organizational skills. Limelight Health is seeking a Private Banking Executive in London to assist in acquiring and servicing clients. The role involves being a key point of contact for cli

Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. To be successful as a Private Banking & Wealth Management Executive, you should have experience with:. Experienc

Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. Experience in a Private Banking, Wealth Management, or similar client‑facing environment. Where required liais

HSBC is seeking an Advisory Specialist - Private Banking & Wealth in London to shape our UK advisory proposition.

They are looking for a client-focused Private Banking Assistant to support a team of Private Bankers in London. Experience within private banking, wealth management, or financial services. This is a fast-paced role offering exposure to Ultra high-net-worth clients, international markets, and complex

IPOE Consulting is seeking a Private Banking Assistant in London. The role involves providing support to the Head of Private Banking and Relationship Managers, managing client requests, and ensuring account due diligence. Successful candidates will have at least 2 years of banking experience, be pro

Analyst Controller in Private Banking Finance in Greater London.

Candidates must have experience in a private banking client service or assistant RM role. Product Knowledge: Robust experience with residential real estate, discretionary investments, and standard banking services (FX, payments, e-banking). A prestigious private bank is seeking an experienced, credi

P-Morgan’s EMEA Private Banking business. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. Morgan Private Bank team of specialists, the Lendin

In this role, you will support the origination and execution of fundraising mandates, working closely with senior PFG bankers, global distribution colleagues and clients.You will play a key role in evaluating opportunities, preparing marketing materials, coordinating investor outreach and supporting

Bank of Singapore, Asia’s Global Private Bank is seeking an IT Support Manager to oversee IT helpdesk support and local business infrastructure. The role demands a minimum of eight years of experience in the banking sector, with a focus on regulatory compliance and stakeholder management.

Weatherbys Banking Group is hiring a Private Banking Executive in Greater London to support Private Bankers in building long-term client relationships across lending, deposits, and investments. Candidates should have experience in private banking or a similar financial services role, with confidence

A search firm operating across Investment Banking, Private Equity, and Hedge Funds is hiring within its Investment Banking and Private Equity team. This is a genuine opportunity for someone delivery-strong, ambitious, and commercially switched on – to join a high-performing boutique with consisten

MAKE - Banking for creators is looking for a Client Development Manager in Greater London. Candidates must have over 5 years of experience in account management, including experience in banking.

They are hiring a 12 month FTC Private Banking Assistant. They will be highly organised with the ability to prioritise and multi-task, possess excellent communication skills, the ability to build relationships with internal stakeholders, good knowledge of investment products and asset classes and a

We are on the lookout for a talented auditor to join our Private Banking (PB) Internal Audit team. As a Private Bank Internal Auditor - Associate in Internal Audit department you will be based in London and work closely with regional and global audit teams.

Join our dynamic design team and make an impactful contribution to the future of private banking. JPMorganChase is looking for a Senior Product Designer to reshape digital experiences within the Private Bank.

Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. Where required liaise directly with clients regarding complex client requests in resp

Investment banking analysts interested in private capital advisory. Analysts from private equity funds looking to move into advisory. We are now working with the private capital advisory team of a global advisor.

Over the last three decades, our Finance Group has evolved to provide specialist services across Private Banking, Business Banking, Racing Banking and Arkle Finance - all as part of one Weatherbys family. As a Private Banking Executive, you’ll support our Private Bankers to build and deepen long-t

Investigo is seeking an experienced Event & Marketing Director to lead strategic marketing initiatives and a premium events program in a prestigious Private Bank.

BARCLAYS is seeking a Private Banking Executive in London to assist Relationship Managers in acquiring, servicing, and retaining clients. The role demands strong client relationship management and a sound knowledge of banking products and operational procedures.

Join us in ensuring a robust control framework in our Private Banking division. Private Bank Internal Auditor - Associate to enhance governance and operational excellence within the organization.

Lloyds Bank plc is seeking a Trust Specialist for UK Private Banking to manage key relationships and guide customers in creating Trusts.

HSBC is seeking a Relationship Manager for its Private Banking UK division.

STANDARD CHARTERED is seeking a Client Service Manager to enhance client relationships within Private Banking. Ideal candidates should possess strong customer service skills and experience in banking operations.

Lloyds Bank plc is seeking a Private Banking Manager in London to oversee a portfolio of entrepreneur clients and provide comprehensive financial solutions. The role involves building trusted relationships and managing client needs across banking, lending, investments, and estate planning.

Barclays is seeking an International Relationship Manager to join their Private Bank and Wealth Management team in London.

International Bank based in London, are looking to recruit a Private Banking Assistant. Provide general assistance to Head of Private Banking and Relationship Managers on all aspects of account management. Support Head of Private Banking and Relationship Managers by responding to queries from AML/Co

Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments | LondonApplylocations: Canterbury: Londontime type: Full timeposted on: Posted Todayjob requisition id: Req1555526Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments | LondonCou

You will manage and develop a private banking customer portfolio, focusing on business growth through referral networks and close collaboration with mortgage brokers and corporate banking managers. Handelsbanken is seeking a Private Banking Manager to join our Branch in Suffolk. This role requires p