Trainee Financial Planner

We are working with a highly regarded, independent financial planning firm who are looking to appoint an Associate Financial Planner to join their growing Wealth Planning team. This is an excellent opportunity to join a business on a strong growth trajectory, with clear plans to significantly expand its advisory team over the coming years—creating genuine long-term progression opportunities.

The Role This position offers a blend of paraplanning and associate advisory responsibilities, working closely with experienced Chartered Financial Planners to deliver holistic financial planning advice to a high-quality HNW client base.

Key responsibilities include:

Preparing suitability reports and conducting detailed technical research Producing cashflow modelling and complex financial planning analysis Supporting client reviews and ongoing service delivery Assisting with client onboarding and drafting recommendations Identifying planning opportunities and supporting the delivery of advice You will gain increasing exposure to client relationships and more complex planning work over time. The Opportunity Join a growing Wealth Planning team with ambitious expansion plans Work alongside experienced Chartered Financial Planners Clear pathway into an advisory role Full support through professional exams, including progression to Chartered status Exposure to high-quality HNW clients and holistic financial planning About You Around 2 years’ experience in a paraplanning role Working towards (or holding) the Diploma in Financial Planning (DipPFS) Strong technical knowledge across pensions, investments and protection Excellent attention to detail and report writing skills Ambitious, proactive and keen to progress into an advisory role Package & Benefits Salary: £42,000 – £47,500 (flexible depending on experience) Bonus typically in the region of £4,000 – £6,000 Hybrid working (3 days office / 2 from home, with flexibility) 25 days holiday  Christmas closure Pension, life cover, income protection and wellbeing support Comprehensive benefits package and full study support This is a fantastic opportunity for a paraplanner looking to take the next step in their career within a progressive and supportive financial planning environment.