Trainee Financial Planner / Paraplanner

Juniper; Preston; Hybrid; GBP 27,000 - 40,000; Full time

Job summary

Join a growing and forward-thinking firm where your passion for financial planning can flourish! This exciting role offers the chance to work closely with experienced planners, gaining hands-on experience while developing the skills needed to become a Financial Planner. With a commitment to training and career progression, you'll be part of a friendly team dedicated to helping clients achieve their financial goals. Embrace the opportunity to build meaningful relationships and make a real impact in a supportive environment that values your contributions. If you’re ready to take your career to the next level, this is the perfect place for you!

Benefits

20 days holiday + bank holidays

Pension scheme

Training & study support

Work-from-home flexibility

Extra time off during holidays

Qualifications

• 2+ years in financial services, preferably in administration or paraplanning.
• Strong communication skills with a client-first mindset.

Responsibilities

• Support experienced planners by preparing client files and drafting financial plans.
• Communicate with clients and assist in executing financial strategies.

Skills

Financial Planning

Client Communication

Attention to Detail

Organizational Skills

Team Collaboration

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Financial Planning Tools

Job description

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Financial Planning and Investment Expert | Business Owner | Helping Business Owners, Doctors, Dentists, and Vets Build Wealth That Lasts For Life

Office-based (Preston) with Work-from-Home Flexibility

Associate Financial Planner

£27,000 - £40,000 + Bonus | Training & Career Progression

Your Next Step in Financial Planning Starts Here

At Juniper Wealth Management, we believe financial planning changes lives. We’re a growing, forward-thinking firm dedicated to supporting our team’s development and success. We take pride in our friendly, down-to-earth culture and our commitment to helping clients achieve their financial goals.

We specialize in delivering a very personal and bespoke service, using technology to work with clients nationwide from our offices in Preston, Lancashire. Our clients include dentists, doctors, business owners, senior executives, and trustees, reflecting our specialist and in-depth knowledge of their financial challenges.

This is an exciting opportunity for a Paraplanner or Financial Administrator looking to take the next step towards becoming a Financial Planner. If you have a passion for financial planning, a keen eye for detail, and a genuine interest in people—not just numbers—we’d love to hear from you.

What This Isn’t

This isn’t a role where you’re stuck in the back office, churning out reports with no client interaction.

This isn’t a high-pressure sales role where you're expected to sink or swim.

This isn’t a corporate, rigid environment where you're just another number.

This isn’t a ‘throw-you-to-the-wolves’ trainee adviser role where you're left to figure things out alone.

What This Is

Office-based in Preston, with flexibility to work from home when needed.

A structured, hands-on training pathway to becoming a Financial Planner, with real mentorship and guidance.

Client-facing from day one, giving you the opportunity to build relationships and develop the skills to advise effectively.

Working alongside experienced planners, observing, learning, and gradually stepping into an advisory role in a supportive and encouraging environment.

An opportunity to develop both technically and personally, growing your confidence, knowledge, and ability to help clients achieve their goals.

Being part of a small, friendly team, where you’ll be supported, valued, and given room to grow.

This is your chance to become a Financial Planner the right way—learning, developing, and building a career in a firm that truly invests in you.

What You’ll Be Doing

As an Associate Financial Planner, you’ll work closely with an experienced Financial Planner, gaining hands-on experience and building the skills needed to become a Financial Planner yourself. Your key responsibilities will include:

• Supporting Your Planner: Helping prepare client files, conduct research, and draft financial plans.
• Technical Calculations & Research: Gathering and analyzing data to support financial recommendations.
• Client Interaction: Communicating with clients and providers via email, phone, and in-person meetings.
• Observing & Learning: Attending client meetings, taking notes, and understanding real-world financial planning.
• Implementation & Administration: Assisting in executing financial strategies and keeping everything running smoothly.
• Being Part of the Team: We’re a small business—everyone gets involved to support each other.

What We’re Looking For

• Aspiring Financial Planner: Currently in an admin or paraplanning role, looking for career progression.
• Qualifications: Level 4 Diploma in Financial Planning (or working towards it).
• Experience: 2+ years in financial services (administration or paraplanning).
• Technical Skills: Strong knowledge of financial planning tools, products, and Microsoft Office.
• Attention to Detail: A process-driven, organized approach with a high level of accuracy.
• Great Communicator: Strong written and verbal skills, with a client-first mindset.
• Team Player: Someone who thrives in a small, collaborative firm.
• A Passion for Financial Planning: Understanding that this job is about people and their goals, not just numbers.

What’s in It for You?

• Competitive Salary: £27,000 - £40,000 + team-based bonus (so we all win together!)
• Career Progression: A structured path towards becoming a Financial Planner.
• Training & Support: Financial and study support towards qualifications.
• Office-based role in Preston, with the option to work from home when needed.
• Extra Time Off: 20 days holiday + bank holidays + we close between Christmas & New Year.
• Pension & Benefits: Workplace pension scheme and other perks.
• A Friendly, Supportive Team: Work in an environment where you’ll be valued, supported, and challenged.

Why Join Juniper Wealth Management?

We’re not just another financial planning firm—we believe in developing our people, delivering exceptional service, and building a company culture where everyone has a voice.

If you’re ready to take your career to the next level, we’d love to hear from you!

Apply now or reach out for an informal chat to learn more.

Seniority level

• Internship

Employment type

• Full-time

Job function

• Finance and Sales