Trainee Financial Planner

An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role.

This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment.

The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time.

This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications.

The Opportunity

You will gain exposure to:

• High-net-worth private clients
• Pension, investment and holistic financial planning strategies
• Cashflow modelling and technical analysis
• Client meetings and relationship management
• A personalised, relationship-led wealth management environment
• A structured route towards becoming a Financial Adviser with book provided

Key Responsibilities

• Preparing suitability reports and recommendation letters
• Conducting technical research across pensions, investments and protection
• Supporting advisers with financial planning strategies
• Preparing for and attending client meetings
• Maintaining compliant client records and documentation
• Liaising with providers and platforms
• Producing cashflow modelling and financial analysis
• Supporting ongoing client servicing and annual reviews

Candidate Profile

Applicants should demonstrate:

• Current paraplanning or technical financial planning experience
• Strong technical knowledge across pensions and investments
• Experience operating within an FCA regulated environment
• Excellent written and verbal communication skills
• A genuine ambition to progress into a Financial Adviser role
• Strong interpersonal skills and emotional intelligence
• Commercial awareness and an entrepreneurial mindset

Desirable:

• Level 4 Diploma in Regulated Financial Planning (completed or in progress)
• Previous exposure to client meetings
• Experience using cashflow modelling tools
• Package
• £40,000 - £43,000 basic salary (flexible for the right individual)
• Bonus scheme
• Benefits package
• Hybrid working
• Genuine progression into advising
• Supportive and collaborative working culture

This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.