Trainee Financial Planner

Capio Recruitment; Liverpool; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Full exam and study support towards CH

Career progression in a growing firm

Structured mentorship and hands-on培训

Support from paraplanners and admins

Collaborative client-focused working环境

Job summary

Capio Recruitment is assisting a reputable Northwest wealth management firm in Liverpool to recruit a driven Financial Planning Assistant. You will support financial planning, nurture client relationships, and help deliver tailored financial solutions under experienced advisers.

With full study support toward Chartered status, you will gain access to structured mentorship, training, and ongoing client reviews to grow your technical and advisory capabilities in a collaborative, client-focused

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Strong client service and relationship-building skills.
• Ambitious and committed to Chartered status.
• Excellent communication and organisational abilities.
• Team player with proactive and positive attitude.

Responsibilities

• Assist in financial planning and client relationship management.
• Deliver tailored financial solutions aligned with clients' goals.
• Contribute to ongoing client reviews to keep plans on track.
• Conduct research and analysis to support bespoke financial plans.
• Collaborate with senior advisers to develop technical skills.

Skills

Client relationship management

Financial planning

Research and analysis

Communication skills

Education

Level 4 Diploma in Financial Planning

Job description

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:

• Assist in financial planning and client relationship management.
• Support the delivery of tailored financial solutions aligned with clients' goals.
• Contribute to ongoing client reviews, ensuring plans remain on track.
• Conduct research and analysis to support bespoke financial plans.
• Collaborate with senior advisers to develop your technical skills.

Requirements:

• Level 4 Diploma in Financial Planning
• Strong client service and relationship-building skills.
• Ambitious and committed to achieving Chartered status.
• Excellent communication and organisational abilities.
• A team player with a proactive and positive attitude.