Be our next Trainee Financial Planner in Cheltenham!

What You’ll Be Doing In The CREST Program

• Compliance:
  • Demonstrate an understanding of the compliance regime in which we work.
  • Ensure our clients fully understand what they are paying for and what they get in return, and that they understand the advice provided.
• Reflection:
  • Understand your strengths and weaknesses, and work out what you need from whom to be the most successful planner you can be.
  • Understand your “why” – what motivates you, and, in turn understand what motivates our clients.
• Experience:
  • To build ‘muscle memory’ in the way you explain our products and services so clients know they are in safe hands.
  • Learn Hartsfield’s systems and processes in a supervised environment before you gain autonomy to captain your own ship.
• Sales:
  • Understand that sales and service are the same thing.
  • Learn how to communicate most effectively with each client type based on your own personality.
• Technical:
  • Build upon existing technical knowledge to ensure your advice best fits client needs.
  • Demonstrate that you ‘know your stuff’ and can explain matters in an easily understandable way.
  • Make use of the right products and services to offer peace of mind for our clients

Why Hartsfield?

At Hartsfield, we believe financial planning should unlock possibility, not cause anxiety. As an award-winning firm of Financial Planners, we live by our 3C principle: balancing Client success, Company growth, and Colleague well-being. Over the past two years, we’ve earned:

• Feefo Platinum Status (2025) for maintaining a 4.9/5 Client satisfaction rating.
• Professional Advisers Awards Winner (2023, 2024, 2025 ) for Best Advisers to Work For.
• Bath Life Award (2024) “Financial Category” Winner, with further regional recognitions in 2025.

We foster a collaborative environment where your voice matters, professional growth is championed, and charitable initiatives—like our Three Peaks challenges—allow us to give back to the community.

Why You?

You’ll feel at home here if you:

• Hold the CII Level 4 Diploma in Regulated Financial Planning: You’re committed to professional excellence and eager to build on what you’ve learned through our CREST Academy.
• Demonstrate Strong Communication & Client Focus: You naturally build rapport, translate complex ideas into clear guidance, and make every conversation feel personal and jargon-free.
• Are Ambitious & Coachable: You welcome feedback, reflect on your “why,” and welcome mentorship to accelerate your professional growth.
• Show Technical Curiosity You’re keen to deepen your product knowledge—investments, protection, retirement—and can articulate financial concepts simply and confidently.
• Desire a Long-Term Career in Financial Planning: You’re motivated to complete exams (Chartered) under our paid study support.

Where Will I Be Working?

You’ll be based primarily in our Cheltenham office, surrounded by a friendly Pod who will become both colleagues and mentors. To foster strong face-to-face learning, you’ll spend three days a week on-site. Once comfortable, you’ll enjoy two days of dynamic working from home—striking the right balance between collaboration and focus.