Technical Support/Trainee Financial Planner

Heron House Financial Management


The Company

Heron House Financial Management are independent financial planners with over 25 years’ experience. We are proud to hold the titles of Accredited Financial Planning Firm, Chartered Financial Planners and Chartered Wealth Managers. Please visit our website to gain a better understanding of our approach to financial planning, our services we offer and our lovely team.


The Role

We have a position available within our technical support team and would like to interview people who are interested in a role within a dynamic employee-owned, award winning firm with an excellent record of staff retention and promotion. Opportunities exist within this growing firm either as a member of the technical support team or as a trainee financial planner/wealth manager.

The role will principally involve supporting a team of well qualified and experienced technical support members and financial planners. It will include duties such as:

  • Preparing client files and reviews
  • Compiling the recommendation reports following advice taken from the adviser
  • Product research
  • Investment fund analysis
  • Building bespoke investment strategies for our client’s individual needs which often include ESG preferences.
  • Act as point of contact for clients


About You

Due to our excellent level of client care, this role does require a person with a high attention to detail.

Ideally you will have some relevant experience, but we also welcome applications from both graduates in related areas and non-graduates who are passionate to start their career within Financial Planning.


Salary & benefits

We encourage staff who wish to develop and attain relevant qualifications to their role by funding relevant professional examinations, providing mentoring, opportunities to attend training courses, study leave and a financial reward upon passing exams.

This post is a permanent, full time role but part time or flexible working hours may be considered. We offer a competitive pay depending on qualifications and experience. After a probationary period, you will be given the opportunity to join our group pension scheme, private health insurance scheme, death in service scheme and be part of the profit-sharing bonus scheme.



Please drop Andy Willemite a line on to find out more.

Subscribe to our mailing list

Become a Member

CPD in a Box, A discount on the annual conference, NextGen Premium content & much more

Get in touch

If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.