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Job Title: Trainee Financial PlannerLocation: LiverpoolSalary: £35,000 and £50,000
An exciting opportunity to join a reputable wealth management firm committed to delivering tailored financial planning services. With significant client assets and a growing footprint across the Northwest, they are known for their relationship-driven approach, building lasting partnerships founded on trust and exceptional client care.
In this role, you’ll receive full support towards achieving Chartered status, working alongside experienced Financial Planners and a dedicated client support team. This is a fantastic opportunity for a motivated individual to develop their skills, gain valuable client exposure, and progress their career in financial planning.
What They Offer You:
- Full exam and study support towards Chartered status.
- Career progression in a growing and highly respected firm.
- Structured mentorship and hands-on training.
- Support from experienced paraplanners and administrators.
- A collaborative, client-focused working environment.
Responsibilities:
- Assist in financial planning and client relationship management.
- Support the delivery of tailored financial solutions aligned with clients’ goals.
- Contribute to ongoing client reviews, ensuring plans remain on track.
- Conduct research and analysis to support bespoke financial plans.
- Collaborate with senior advisers to develop your technical skills.
Requirements:
- Level 4 Diploma in Financial Planning
- Strong client service and relationship-building skills.
- Ambitious and committed to achieving Chartered status.
- Excellent communication and organisational abilities.
- A team player with a proactive and positive attitude.
