---

Job description

Due to an expanding client base, Hills Financial Planning will be recruiting an ambitious and talented individual for the position of Trainee Chartered Financial Planner. To join as a key part of our team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will have strong attention to detail, a ‘hands-on’ approach and be capable of independently completing required functions whilst also liaising effectively with other team members. This is a lucrative opportunity to develop a career with Northern Irelands top ranked Chartered Financial Planning firm, based in Larne with high-net-worth clients throughout the UK. Applicants must have, or be on target to have, a degree 2:1 or above in Law, Maths, Accountancy, Finance, Business, Economics, or similar and minimum of AAA at A level. The successful applicant will progress through the CII professional examinations to become a Chartered Financial Planner. Part exemptions to these exams are available depending on degree. Year one training salary £30,000 - £36,000 increasing with exam progression. Qualified Chartered Financial Planner starting salary £55,000 plus uncapped bonus plus generous benefits plus company car. This is a fantastic opportunity to join our amazing firm where loyalty, dedication and enthusiasm will be recognised and rewarded. The successful candidate will be encouraged to grow, learn, and continuously push the boundaries of their true potential. If you are interested in a rewarding career in the financial planning profession, please email CV to recruitment@hillsfinancialplanning.co.uk. Deadline for applications: Friday 8th May 2026

Responsibilities

• The technical aspects of preparing for Client meetings, including:
• Preparing and compiling financial analysis data.
• Analysing client data and preparing cash flow analyses.
• Researching products to support recommendations.
• Report writing.
• Exam prep.

Skills and Qualifications

Essential Skills

• Bachelors Degree.