Trainee Financial Adviser – Manchester City Centre - £45,000 A leading, forward-thinking financial planning firm is looking for an ambitious Trainee Financial Adviser to join their growing Manchester-based team. This is a fantastic opportunity for an experienced Paraplanner or technically skilled financial services professional looking to take the next step in their career and become a Financial Adviser. The role: Working alongside senior advisers, you’ll gain hands-on experience supporting clients, preparing and presenting advice, and building long-term relationships. You’ll receive structured training, mentoring, and full study support as you transition into an advisory role within a successful and supportive environment. Key responsibilities (Initially): Liaising with existing client bank and liaising with new and potential financial planning clients Responsible for the initial client meetings Conducting fact finds, identifying objectives and assessing attitude to risk Working with other Advisers and Paraplanners to create tailored financial plans Key Responsibilities (Within 6 months): Servicing existing clients Delivering tailored financial advice across across pensions, investments, protection and tax planning Cash flow planning Meeting agreed performance metrics while maintaining an exceptional level of service Staying up to date with regulatory and industry developments. The person: Experience in financial planning, paraplanning, or a client-facing support role Strong technical understanding of pensions, investments, and protection Excellent communication and relationship-building skills Ambitious, self-motivated, and eager to develop into an advisory role Strong attention to detail and organisational skills Diploma in Financial Planning (DipPFS) or equivalent The benefits: £40,000–£45,000 (depending on experience) Clear, structured progression pathway to Financial Adviser Company-funded exams and study materials £500 bonus for each exam passed Ongoing mentoring from experienced advisers Pension scheme with employer contributions Private medical insurance (after probation) Regular company events and socials Modern Manchester city-centre offices (close to Piccadilly) Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.