Trainee Financial Planner

Ellis James Partners Ltd; England; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A respected wealth management firm in the UK is offering a Trainee Financial Planner position designed for a paraplanner seeking to transition into client advisory. This full-time role is based near Worcester, with opportunities for mentorship and professional development. The ideal candidate will be Level 4 qualified and eager to build long-term client relationships while receiving comprehensive support and a competitive salary package.

Benefits

Competitive salary

Annual bonus

8% employer pension contribution

Private medical insurance

Income protection

Death-in-service cover

Flexible working hours

Qualifications

• Essential Level 4 qualification in financial planning.
• Strong technical knowledge and experience in paraplanning or technical admin.
• Confident communicator interested in client relationships.

Responsibilities

• Support senior Financial Planner and attend client meetings.
• Contribute to advice delivery and build confidence with clients.
• Gradually take on more responsibility towards becoming a qualified Financial Planner.

Skills

Strong technical foundation in financial planning

Confident communication skills

Education

Level 4 qualified (RO1-RO6 or equivalent)

Job description

Trainee Financial Planner - Client-Facing Development Role

Worcestershire (within 30 mins of Worcester) £40,000-£45,000 + Bonus + Benefits + Hybrid

From paraplanning to planning - your next step starts here.

We’re working with a highly respected, independent wealth management firm that’s offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role.

This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You’ll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner.

Why this role stands out:

• You’ll work closely with an experienced adviser, supporting real complex client cases from day one.
• You’ll attend meetings, contribute to advice delivery, and build your confidence in front of clients.
• You’ll be supported through your journey to Chartered status, with structured development and full funding.

What they’re looking for:

• Level 4 qualified (RO1-RO6 or equivalent) - essential.
• Ideally working toward Chartered or keen to start.
• Strong technical foundation in financial planning - paraplanning or technical admin experience preferred.
• A confident communicator with a genuine interest in building long-term client relationships.
• Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites.

What’s on offer:

• Competitive salary + annual bonus (behaviour-linked).
• 8% employer pension contribution.
• Private medical insurance, income protection, and death-in-service cover.
• 35-hour week with flexible working.
• Full support for professional development and qualifications.

If you’re a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support – this is the opportunity you’ve been waiting for.