Trainee Financial Planner

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

Job summary

Join a forward-thinking wealth management firm as a Trainee Financial Planner, where you'll receive full support towards achieving Chartered status. This role offers a unique opportunity to work alongside experienced Financial Planners and a dedicated client support team, allowing you to develop your skills and gain valuable client exposure. With a relationship-driven approach, the firm emphasizes exceptional client care and career progression in a collaborative environment. If you're ambitious and eager to learn, this is the perfect opportunity to kickstart your career in financial planning.

Benefits

Exam and Study Support

Career Progression

Structured Mentorship

Hands-on Training

Collaborative Working Environment

Qualifications

• Ambitious and committed to achieving Chartered status.
• Excellent communication and organizational abilities.

Responsibilities

• Assist in financial planning and client relationship management.
• Support the delivery of tailored financial solutions aligned with clients’ goals.
• Conduct research and analysis to support bespoke financial plans.

Skills

Communication Skills

Organizational Abilities

Teamwork

Proactive Attitude

Education

Commitment to Chartered Status

Job description

Full Job Description

Job Title: Trainee Financial Planner

Location: Preston

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:

• Ambitious and committed to achieving Chartered status.
• Excellent communication and organisational abilities.
• A team player with a proactive and positive attitude.

If you have the required experience and are interested in this opportunity, then apply or get in contact directly.

Ben Hughes

Email:

LinkedIn: linkedin.com/in/ben-hughes-14a043249