Trainee Financial Planner

An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm.

This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment.

The Opportunity

You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills.

Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development.

This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner.

The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours.

Key Responsibilities

• Support the delivery of holistic financial planning advice to high-net-worth clients
• Assist in client meetings and gradually take a more active advisory role
• Prepare and present financial planning recommendations
• Undertake cashflow modelling and technical analysis
• Work closely with paraplanning and client support teams
• Build long-term relationships with clients as responsibility increases
• Maintain high standards of compliance and client service

About You

We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser.

You will be:

• Level 4 Diploma qualified (minimum), ideally working toward Chartered status
• Currently working as a Paraplanner, Associate Planner, or Junior Adviser
• Technically strong, with experience supporting complex financial planning cases
• Keen to move into a client-facing role and develop as an Adviser
• A confident communicator with strong interpersonal and relationship-building skills
• Professional, credible, and motivated to succeed in a HNW advice environment

This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully.

What's on Offer

• £40,000 - £60,000 base salary (dependent on experience)
• Performance-related bonus
• Exceptional benefits package
• Hybrid working: 3 days in the office with flexibility around hours
• Clear and structured progression pathway into a Financial Adviser role
• Access to an existing HNW client base (no business development requirement)
• Ongoing mentorship from a Senior Chartered Adviser
• A professional, collaborative, and high-performing environment

This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes.

If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.