Trainee Financial Planner

Description:

An excellent opportunity has arisen to join a highly reputable wealth management firm based in Preston, known for its tailored and relationship-driven financial planning services. With a solid client base and growing presence across the Northwest, this firm is offering the ideal platform for a motivated individual to develop a long-term career in financial planning.

As a Trainee Financial Planner, you'll receive structured support, hands-on mentorship, and career progression toward Chartered Financial Planner status. Working alongside experienced advisers, paraplanners, and administrators, this role is perfect for someone ready to expand their technical skills and engage directly with clients.

Key Responsibilities:

• Assist senior financial planners in developing and maintaining strong client relationships.

• Support the creation and delivery of bespoke financial plans tailored to individual client needs.

• Participate in ongoing client reviews to ensure their plans remain on track and aligned with life goals.

• Conduct financial research and analysis to support client strategies.

• Take an active role in client meetings and communications to gain valuable exposure.

What They Offer:

• Full support and funding towards achieving Chartered status.

• Structured career progression within a respected and expanding firm.

• Mentorship from experienced planners and paraplanners.

• A collaborative and client-focused work culture.

• Direct exposure to high-quality client relationships and wealth planning scenarios.

Requirements:

• Level 4 Diploma in Financial Planning (essential).

• Strong interpersonal and client servicing abilities.

• A clear ambition to progress within financial planning and achieve Chartered status.

• Excellent communication and organisation skills.

• A proactive, team-oriented, and positive mindset.