Trainee Financial Planner

Job Title: Trainee Financial Planner

Location: Liverpool

Salary: £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:

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• Full exam and study support towards Chartered status.
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• Career progression in a growing and highly respected firm.
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• Structured mentorship and hands-on training.
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• Support from experienced paraplanners and administrators.
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• A collaborative, client-focused working environment.
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Responsibilities:

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• Assist in financial planning and client relationship management.
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• Support the delivery of tailored financial solutions aligned with clients’ goals.
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• Contribute to ongoing client reviews, ensuring plans remain on track.
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• Conduct research and analysis to support bespoke financial plans.
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• Collaborate with senior advisers to develop your technical skills.
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Requirements:

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• Level 4 Diploma in Financial Planning
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• Strong client service and relationship-building skills.
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• Ambitious and committed to achieving Chartered status.
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• Excellent communication and organisational abilities.
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• A team player with a proactive and positive attitude.
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