Trainee Financial Planner

Job Title: Trainee Financial planner

Location: Preston

Salary: £35,000-£50,000

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.

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

Ben Hughes

Email: ben.hughes@capiorecruitment.co.uk

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

Phone Number: 07441394255