Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Paraplanner / trainee financial planner

York (North Yorkshire)
Permanent
Internship
Financial planner
Posted: 3h ago
Offer description

Fram is working with a financial planning firm that is looking to engage with a Trainee Financial Planner to support its long-term growth in York. The business is focused on developing advisers internally and offers a structured pathway for individuals who want to build a career in financial planning rather than move immediately into a client-facing role. The role suits individuals at different stages of their development. Some candidates may already hold the Level 4 Diploma in Financial Planning and be working in, or ready to move into, a paraplanning position. Others may currently be working in financial services administration or client services and be motivated to begin the Level 4 qualification as the first step toward becoming an adviser. The firm takes a structured approach to adviser development. Early responsibilities typically involve supporting advisers and gaining exposure to the financial planning process while developing technical knowledge. For those not yet qualified, the initial focus will be administration and learning the foundations of advice while studying toward the Level 4 Diploma. For Level 4 qualified individuals, the role is likely to include paraplanning work, preparing technical analysis and supporting advisers across client cases. Over time, the intention is to build the experience, technical grounding, and confidence required to progress into a client-facing Financial Planner role. The environment is supportive and collaborative, with experienced advisers providing mentoring and guidance throughout the development process. This may appeal to someone who values a clear career pathway and structured learning, and who is comfortable being office based during the early stages of their development. Longer-term, the role is hybrid. Applicants must have the right to work in the UK.

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Financial planner - national firm
York (North Yorkshire)
Permanent
Financial planner
£55,000 - £80,000 a year
See more jobs
Similar jobs
Finance jobs in York (North Yorkshire)
jobs York (North Yorkshire)
jobs North Yorkshire
jobs England
Home > Jobs > Finance jobs > Financial planner jobs > Financial planner jobs in York (North Yorkshire) > Paraplanner / Trainee Financial Planner

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save