Trainee Financial Planner: Mentored Client-Facing Role

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

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.