Job Description
Are you close to achieving your Diploma and feeling ready for more?
Not just more responsibility, but more involvement, more influence, and a genuine opportunity to grow?
This is a rare chance to join a truly supportive, people-first financial planning firm where your development is taken seriously and your voice actually matters.
Why this role stands out
This isn’t a “stay in your lane” kind of environment.
You’ll be part of a collaborative pod, working closely with experienced Advisers who will invest in you, involve you, and help you progress. You’ll be encouraged to ask questions, share ideas, and contribute to how the business evolves—something that’s genuinely rare at this level.
If you’re looking for somewhere you can learn, grow, and be heard, you’ll feel at home here.
What you’ll be doing
You’ll play a key role in delivering thoughtful, high-quality financial planning:
* Supporting Advisers in shaping client strategies
* Carrying out research, analysis, and cashflow modelling
* Preparing suitability reports and recommendations
* Identifying planning opportunities for clients
* Attending client meetings and contributing to discussions
* Responding to client queries in a professional, friendly way
* Working closely with admin teams to ensure smooth implementation
* Keeping cases progressing and well-managed
You’ll be trusted with meaningful work—and supported every step of the way.
Who this would suit
This is ideal for someone who is ready to step up from a junior or trainee position and take the next step in their career.
* You’re close to (or have recently achieved) your Diploma in Financial Planning
* You have experience in a financial planning environment
* You enjoy the technical side but also want more client exposure
* You’re organised, proactive, and take pride in your work
* You’re someone who wants to keep learning and developing
* You value being part of a positive, supportive team
What’s in it for you
* A clear and supported progression path into a full Paraplanner role
* Exposure to high-quality, holistic financial planning
* A genuinely supportive team that wants you to succeed
* The chance to contribute ideas and help shape the business
* Ongoing development and encouragement to continue your qualifications
If you’re feeling ready to move beyond just “doing the job” and want to be somewhere you can build a long-term career, grow your confidence, and make a real impact, this could be exactly what you’ve been waiting for.
Apply today for further information!