Full Job Description
Job Title: Trainee Financial Planner
Location: Preston
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:
* Ambitious and committed to achieving Chartered status.
* Excellent communication and organisational abilities.
* A team player with a proactive and positive attitude.
If you have the required experience and are interested in this opportunity, then apply or get in contact directly.
Ben Hughes
Email:
LinkedIn: linkedin.com/in/ben-hughes-14a043249
#J-18808-Ljbffr