Trainee Financial Planner

Trainee Financial Planner (Paraplanner to Adviser Pathway)

Hybrid | Newcastle

Salary up to £50,000 plus bonus and benefits

A leading national wealth management firm is recruiting a Trainee Financial Planner for its Newcastle office, offering a structured and supportive route from Paraplanning into Financial Advice.

This firm is widely regarded as an excellent place to build a long-term career as a Financial Adviser. The role is designed for highly technical Paraplanners who want to develop into advisers properly, with time to learn the proposition, gain exposure to clients and build confidence before being signed off.

You will initially spend a short period in Paraplanning, typically for the first couple of months, to fully embed into the business and understand the firm’s proposition, systems and approach. From there, the role will transition gradually into a more client-facing position.

Key responsibilities include:

• Working closely with experienced Financial Advisers
• Sitting in on client meetings and becoming increasingly involved in client interactions
• Supporting the advice process, including occasional report writing
• Combining technical work with the development of advisory skills
• Receiving ongoing mentoring from senior advisers
• Progression is structured and supportive, with no pressure to move faster than you are ready for.

• Structured adviser training programme of approximately six months once ready
• Clients and leads passed down from senior advisers with full client books who focus on UHNW relationships
• Strong and consistent source of clients once signed off, allowing you to focus on providing a first-class service
• Gradual and sustainable build-up of your own client bank
• Long-term career path focused on high-quality, holistic financial advice

This opportunity is suited to experienced Paraplanners who can demonstrate:

• Several years of paraplanning experience rather than junior level
• Strong technical knowledge in areas such as:
• Offshore and onshore bond taxation
• Annual Allowance and Lifetime Allowance
• VCTs and EIS
• A good degree or equivalent
• Progress towards Level 6 or already part-qualified
• Some technical gaps are acceptable, but a strong technical foundation is essential.

• Newcastle based role with hybrid working
• Salary up to £50,000
• Bonus and comprehensive benefits package including Pension, DIS, PMI, Holiday etc