Trainee Financial Planner

Trainee Financial Planner - Client-Facing Development Role
Worcestershire (within 30 mins of Worcester) | £40,000-£45,000 + Bonus + Benefits + Hybrid
From paraplanning to planning - your next step starts here.
 
We're working with a highly respected, independent wealth management firm that's offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role.

This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You'll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner.

Why this role stands out:
 
You'll work closely with an experienced adviser, supporting real complex client cases from day one.
You'll attend meetings, contribute to advice delivery, and build your confidence in front of clients.
You'll be supported through your journey to Chartered status, with structured development and full funding.  
What they're looking for:
 
Level 4 qualified (RO1-RO6 or equivalent) - essential.
Ideally working toward Chartered or keen to start.
Strong technical foundation in financial planning - paraplanning or technical admin experience preferred.
A confident communicator with a genuine interest in building long-term client relationships.
Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites.  
What's on offer:
 
Competitive salary + annual bonus (behaviour-linked).
8% employer pension contribution.
Private medical insurance, income protection, and death-in-service cover.
35-hour week with flexible working.
Full support for professional development and qualifications.

If you're a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you've been waiting for