Trainee Financial Planner

We are working with a highly regarded, independent financial planning firm who are looking to appoint an Associate Financial Planner to join their growing Wealth Planning team.

This is an excellent opportunity to join a business on a strong growth trajectory, with clear plans to significantly expand its advisory team over the coming years-creating genuine long-term progression opportunities.

The Role

This position offers a blend of paraplanning and associate advisory responsibilities, working closely with experienced Chartered Financial Planners to deliver holistic financial planning advice to a high-quality HNW client base.

Key responsibilities include:

• Preparing suitability reports and conducting detailed technical research
• Producing cashflow modelling and complex financial planning analysis
• Supporting client reviews and ongoing service delivery
• Assisting with client onboarding and drafting recommendations
• Identifying planning opportunities and supporting the delivery of advice

You will gain increasing exposure to client relationships and more complex planning work over time.

The Opportunity

• Join a growing Wealth Planning team with ambitious expansion plans
• Work alongside experienced Chartered Financial Planners
• Clear pathway into an advisory role
• Full support through professional exams, including progression to Chartered status
• Exposure to high-quality HNW clients and holistic financial planning

About You

• Around 2+ years' experience in a paraplanning role
• Working towards (or holding) the Diploma in Financial Planning (DipPFS)
• Strong technical knowledge across pensions, investments and protection
• Excellent attention to detail and report writing skills
• Ambitious, proactive and keen to progress into an advisory role

Package & Benefits

• Salary: £42,000 - £47,500 (flexible depending on experience)
• Bonus typically in the region of £4,000 - £6,000
• Hybrid working (3 days office / 2 from home, with flexibility)
• 25 days holiday + Christmas closure
• Pension, life cover, income protection and wellbeing support
• Comprehensive benefits package and full study support

This is a fantastic opportunity for a paraplanner looking to take the next step in their career within a progressive and supportive financial planning environment.