Job Description
Trainee Financial Planner - Client-Facing Development Role
Worcestershire (within 30 mins of Worcester) | £40,000-£45,000 + Bonus + Benefits + Hybrid
From paraplanning to planning - your next step starts here.
We're working with a highly respected, independent wealth management firm that's offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role.
This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You'll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner.
Why this role stands out:
* You'll work closely with an experienced adviser, supporting real complex client cases from day one.
* You'll attend meetings, contribute to advice delivery, and build your confidence in front of clients.
* You'll be supported through your journey to Chartered status, with structured development and full funding.
What they're looking for:
* Level 4 qualified (RO1-RO6 or equivalent) - essential.
* Ideally working toward Chartered or keen to start.
* Strong technical foundation in financial planning - paraplanning or technical admin experience preferred.
* A confident communicator with a genuine interest in building long-term client relationships.
* Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites.
What's on offer:
* Competitive salary + annual bonus (behaviour-linked).
* 8% employer pension contribution.
* Private medical insurance, income protection, and death-in-service cover.
* 35-hour week with flexible working.
* Full support for professional development and qualifications.
If you're a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you've been waiting for.