Junior / Trainee Financial Planner

ZipRecruiter; Bury; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is offering an exciting opportunity for a Level 4 qualified Junior or Trainee Financial Planner in Bury. This role provides a rare chance to inherit a warm client book from a retiring advisor while being part of a supportive team. You'll have access to new leads and referrals from day one, along with full paraplanning and administrative support. With a focus on personal development and career progression, this position is perfect for those eager to grow within a stable and forward-thinking firm. If you're ready to take the next step in your financial planning career, this opportunity is for you.

Benefits

Employed salary with attractive bonus structure

Supportive training and development pathway

Full admin and paraplanning support

Flexible hybrid working

Clear progression and long-term career prospects

Qualifications

• Level 4 Diploma qualified and ready to progress as a Financial Planner.
• 4-12 months advising experience or in a non-advising role.

Responsibilities

• Inherit a client bank of around 100 clients generating approx. £80K income.
• Build client relationships with ongoing mentoring and support.

Skills

Financial Planning Products Knowledge

Communication Skills

Interpersonal Skills

Client Relationship Building

Ambition and Growth Mindset

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Job Title: Junior / Trainee Financial PlannerLocation: Bury (Hybrid Working Available)Salary: Competitive Employed Package + Bonus

A well-established and growing firm of Independent Financial Advisors based in Bury is offering an exciting opportunity for a Level 4 qualified Junior or Trainee Financial Planner to take their next step in the profession.

This is a rare chance to inherit a warm, well-maintained client book from a retiring advisor, while developing your skills in a supportive, close-knit team environment.

The Opportunity:

• Take over a high-quality client bank of around 100 clients, generating approx. £80K recurring income

• Build client relationships at your own pace with ongoing mentoring and support

• Access to new leads and referrals from day one—advisors in the firm are at capacity

• Benefit from full paraplanning and administration support

• Hybrid working from modern offices in Bury

• Real succession planning in place—two more advisor retirements expected in the next few years

Who This Role Would Suit:

We’re looking for someone who is Level 4 Diploma qualified and ready to start (or continue) their journey as a Financial Planner. You may already have 4-12 months of advising experience, or be in a non-advising role (e.g. paraplanning or technical support) and feel it’s time to step up—especially if your current firm isn’t providing the opportunities you’re looking for.

You’ll bring:

• A strong knowledge of financial planning products and services

• Excellent communication and interpersonal skills

• A genuine desire to build long-term relationships and offer quality advice

• Ambition to grow and succeed within a stable, forward-thinking firm

What You’ll Get:

• A loyal client book to inherit and develop

• Employed salary with attractive bonus structure

• Supportive training and development pathway

• Full admin and paraplanning support

• Flexible hybrid working

• Clear progression and long-term career prospects