Trainee Financial Planner

Turn your ambitions into achievements in 2025 with Acuma

About Us: Acuma is a leading independent financial advisory organisation, providing innovative wealth management, private banking, and investment solutions to clients around the globe. We specialise in helping individuals and businesses achieve their financial goals through a diverse range of services, including tax-efficient investments, retirement planning, and tailored wealth management strategies.

Are you ready to build a rewarding career in financial advisory? At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning.

What We Offer:

• Training and Development: Comprehensive, structured programmes with mentorship from industry experts. Gain essential CISI industry qualification.
• Earning Potential: Competitive, uncapped opportunities with a clear path to financial success.
• Career Progression: Fast-track promotions, international placements, and leadership opportunities.
• Reputation and Support: Be part of a globally recognised company offering cutting-edge tools, resources, and a supportive environment.
• Work-Life Balance: Structured growth plans and achievable targets designed for success.

Who We Are Looking For:

• Ambitious, Entrepreneurial-Minded Trainees: Individuals eager to pursue a challenging and rewarding international career.
• Excellent Communicators: Passionate about building meaningful, long-term client relationships.
• Telephonic Experience (Advantageous): Confident in engaging clients over the phone.
• A Winner's Mindset: Motivated individuals focused on personal development and continuous growth.

Who We Are Not Looking For:

• Candidates looking for positions in accountancy, analytics, bookkeeping, or other numerically-focused roles. This opportunity is tailored for those who thrive in a dynamic, client-facing, performance-driven environment.