Job Description
Job Title: Trainee Financial planner
Location: Preston
Salary: £35,000-£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:
* 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:
1. Assist in financial planning and client...