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.

This listing is from Reed. View original listing ↗