Trainee Financial Planner
4 days ago
Worcester
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.