Trainee Financial Planner

JR United Kingdom; Warrington; On-site; GBP 30,000 - 40,000; Full time

Job summary

A dynamic financial planning firm in Warrington is seeking a Trainee Financial Planner. You'll engage directly with clients, receiving extensive training while developing your advising skills. The company boasts a youthful culture with growth opportunities and plans for staff investment. This role suits motivated individuals ready to embark on their advisory journey in a supportive environment.

Benefits

Extensive training opportunities

Opportunities for professional growth

Potential stake in the business

Qualifications

• Level 4 qualified (or close to).
• Ready to advise from the start.
• Motivated by a mission-driven firm.

Responsibilities

• Lead initial consultations with clients.
• Develop into an adviser who can present and sign off advice.
• Participate in extensive training sessions.

Skills

Confidence with pensions

Motivation for advice

Collaboration

Education

Level 4 qualification in financial planning

Job description

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Trainee Financial Planner, Warrington, Cheshire

Client: Exchange Street Recruitment

Location: Warrington, Cheshire

Job Category: Other

EU work permit required: Yes

Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

"This is Manchester. We do things differently here" (Tony Wilson).

This Manchester financial planning business is the epitome of different. A traditional IFA practice it ain't.

It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.

That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.

Which is where you come in.

You'll join the firm's advice team and will be speaking to clients from an early stage. To start with, that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off.

Along the way you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team. Combine that with the many conversations you'll have with clients each day and your development will be considerable.

Because ultimately you get good at something by doing it. And the more you do of it, the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here.

There are other benefits of working here too.

The company's vibe is more start-up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away.

You'll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows, so will you.

That said, it has had plenty of success already. AUM has risen to £70m in the past 16 months and it will soon be a £100m AUM business. And this success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers, and so on, meaning that your time will be with clients, not paperwork.

Salary is c£30,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. Depending on performance, that's an extra £500 - £1,000 per month.

But it's not the package that will excite you. It's the mission. It's the chance to advise. It's the future of the business.

We can't say too much but let's just say it's worth keeping an open mind about this opportunity. Because whilst the pay might not blow you away, the company does have plans for wealth creation, i.e., a stake in the business.

There will understandably be caveats here and it is not in place yet. But they're a smart business who know if they want to achieve their ambitions, you need to keep your staff. And this is the best way of doing so.

HERE'S WHAT YOU'LL NEED:

You'll be level 4 qualified (or close to) and be confident around pensions. The other two advisers are ex-paraplanners, so that's a good starting point.

You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly, so need to be OK with that.

You'll be someone who knows they'll be a great adviser if only given the chance. There's a fine line between arrogance and confidence, but you'll stay on the right side of it.

You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit, and that will be important to you too.

You will want to and enjoy working in an office environment. The offices are fantastic, and you'll know that working with your team will aid your development like nothing else.

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This job isn't for everyone. In fact, we know it won't be right for the vast majority of aspiring planners. But for someone, it will be perfect.

Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV, don't worry; we can come to that later.