Recruiting now
| Posted: | 20/11/25 | |
| Recruiter: | Ellis James Partners Ltd | |
| Reference: | 3030686960 | |
| Type: | Permanent | |
| Salary: | £40,000 - £45,000 Annual | |
| Location: | Worcestershire | |
| Description: | 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:
What they're looking for:
What's on offer:
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. | |