Trainee Financial Planner

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

An established, highly regarded independent financial planning firm is looking to appoint a Trainee Financial Planner to work closely alongside a Senior Financial Planner / Director as part of a structured succession and development plan.

This is an outstanding opportunity for a Level 4 qualified Paraplanner or Trainee IFA who is ready to take the next step into a fully client-facing advisory role, with exceptional mentoring, training and long-term career progression.

This role has been designed for someone who wants to become a fully authorised Independent Financial Adviser in the near future, rather than remaining in a technical or support-based position.

You will shadow and work directly with a highly experienced Senior Financial Planner/Director, receiving hands‑on exposure to client meetings, advice construction and relationship management.

Full ongoing training, guidance, and structured development will be provided throughout.

Once signed off as competent, you will be transitioned onto a full client book, enabling you to build your own long‑term advisory career within the firm.

• Shadowing and supporting a Senior Financial Planner/Director in client meetings
• Gradually taking responsibility for client interactions and advice delivery
• Undertaking a structured training and development programme with a clear pathway to becoming a full IFA
• Assisting with suitability reports, recommendations, and ongoing client servicing
• Managing and developing client relationships over time
• Conducting the majority of client meetings via video, with some office‑based and occasional face‑to‑face meetings

• You will be provided with a ready‑made client bank
• Typical client investable assets range from £150,000 – £250,000+
• Full autonomy to manage, grow, and develop your client portfolio

• A Paraplanner or Trainee Financial Planner looking to move into an advisory role
• Someone genuinely motivated to become a career Financial Planner / IFA
• Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• Strong client‑focused mindset
• Ambition, professionalism, and long‑term career focus

• Basic salary up to £50,000, depending on experience
• Bonus structure
• Full company benefits package
• Long‑term career progression and succession planning

• Initially office‑based (5 days per week) during training and onboarding
• Moving to hybrid working (3 days office / 2 days home) once established

• Clear, supported route to becoming a fully‑fledged IFA
• Direct mentoring from a senior adviser
• Guaranteed client bank once signed off
• Join a professional, client‑focused firm with high standards and long‑term vision

This is a rare opportunity for a technically strong, Level 4 qualified professional to step into an advisory role the right way, with structure, mentoring, and genuine career progression.

Mid‑Senior level

Full‑time

Finance

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