Trainee Financial Planning Associate

Take the First Step Towards an International Career

Begin your journey in financial advisory with a 2-month intensive training programme based in Malta, followed by permanent placement in one of our international offices. The training for this overseas role officially starts in Jan 2026.

About Us

We are a world-leading financial advisory organisation, serving over 80,000 clients in more than 100 countries and managing over $10 billion in assets. We offer a structured pathway to becoming a fully qualified financial advisor, supported by a comprehensive training programme and internationally recognised qualifications.

As part of our team, you will gain hands-on experience in all aspects of wealth advisory, representing and booking appointments on behalf of our global network of advisors. With the right drive and commitment, this is your chance to progress to a consultant role and excel in the financial services industry.

The Role

We are seeking energetic and exceptionally organised individuals with experience in sales, business development, or lead generation to support our advisors. You will play a crucial role in expanding our client base and ensuring client satisfaction. Your efforts will directly contribute to the success of our global operations while paving the way for your own career growth.

Core Responsibilities

• Support existing clients and identify new business opportunities through research, referrals, and outreach using tools like LinkedIn.
• Create and optimise digital marketing campaigns and social media strategies to generate leads and grow client networks.
• Manage administrative and compliance processes to ensure seamless client acquisition and retention.
• Build strong referral networks by leveraging connections within the organisation and beyond.
• Collaborate closely with advisors to grow client portfolios, bringing innovative ideas and achieving shared success.

Our Ideal Candidate

• You have at least one year of solid work experience in sales, business development, or lead generation.
• You are an excellent communicator, confident using the phone, video conferencing, and in-person meetings.
• You enjoy networking, building relationships, and bringing innovative ideas to life.
• You are motivated by success, thrive under pressure, and can adapt quickly to challenges.
• You possess integrity, energy, and a strong desire to develop your career in financial services.

Why Join Us?

• A clear and structured pathway to becoming a qualified financial advisor.
• Comprehensive training and support to help you succeed.
• Full relocation assistance, including guidance on accommodation and visa arrangements.
• The chance to build a rewarding career in international financial advisory with global exposure.

If you’re ready to take on this exciting opportunity, apply now and attach your CV to be considered. Your journey towards a global career in financial services starts here!