Trainee Financial Planner

Absolutely — here it is cleaned up with no divider lines and a tighter, smoother flow:

Step into a client-facing advisory role with structured support and genuine progression.

This forward-thinking, client-centric financial planning firm delivers holistic advice across pensions, investments, protection, and tax planning. Known for professionalism, accountability, and continuous development, the firm supports ambitious professionals who want long-term career growth.

You’ll join a high-performing, collaborative team focused on delivering outstanding client outcomes while developing future Chartered Financial Planners.

Trainee Financial Advisor / Trainee Wealth Planner

Ideal for experienced Paraplanners ready to transition into regulated advice.

• Cambridge (Hybrid – 2–3 days office-based)
• Full-time, permanent

• £50,000 – £65,000 basic (DOE)
• Bonus scheme
• 25+ days holiday + bank holidays
• Generous pension contribution
• Full support toward Chartered status
• Structured mentoring and CPD
• Inclusive, supportive team culture

• Support Wealth Planners with holistic financial advice
• Deliver advice across pensions, investments, tax planning, and protection
• Prepare cashflow modelling using tools such as Voyant or Cash Calc
• Assist in client reviews and recommendation delivery
• Build confidence towards Competent Adviser Status (CAS)

• Receive mentoring from Chartered Advisers
• Complete structured training towards full advisory responsibility
• Maintain CPD and ensure FCA-compliant documentation
• Uphold high ethical and regulatory standards

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Paraplanning experience within an IFA or financial planning firm
• Strong technical knowledge of pensions, investments, and tax wrappers
• Clear communication and client-facing confidence
• Strong analytical and organisational skills

• Working towards Chartered status
• Experience with XPlan or similar back-office systems
• Familiarity with Voyant or Cash Calc
• Exposure to complex or high-net-worth cases

If you’re ready to move from Paraplanning into a supported advisory role with clear progression, apply now for a confidential discussion.