Trainee Financial Advisor

Northampton

£40,000 - £50,000 DOE + Discretionary Bonus

Clear Path to Advising Study Support to Chartered PMI, IP, DIS Gym Membership Onsite Parking Generous Pension

We are working with a growing and highly ambitious Chartered Wealth Management firm is seeking an Associate Wealth Manager to join its Northampton-based team.

This is a unique opportunity for an experienced Paraplanner or Associate Adviser looking to take the next step towards becoming a Financial Planner. You'll receive structured mentoring, technical training and client exposure, with a clear pathway into a Wealth Manager position.

Working closely with Senior and Chartered Wealth Managers, you will play a key role in supporting the advice process, preparing recommendations, conducting research and attending client meetings whilst developing your own client-facing skills to inherit clients in the near future.

• Diploma qualified, ideally working towards Chartered
• Experience with in a Paraplanning or similar technical financial planning role
• Strong understanding of pensions, investments and financial planning solutions
• Excellent attention to detail and report-writing skills
• Ambitious, professional and keen to progress towards a client-facing advisory career
• Strong communication and relationship-building skills

This role offers a genuine route into Financial Planning, with a structured development programme designed to help you build technical expertise, gain client exposure and ultimately progress into a Wealth Manager position. You'll join a collaborative environment where personal development is actively encouraged and supported.