Trainee Financial Planner in Frodsham

Trainee Financial Planner – Client-Facing Development Role Worcestershire (within 30 mins of Worcester) | £40,000-£45,000 + Bonus + Benefits + Hybrid

From paraplanning to planning – your next step starts here. We\’re working with a highly respected, independent wealth management firm that\’s offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role. This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You\’ll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner.

Why this role stands out

• You\’ll work closely with an experienced adviser, supporting real complex client cases from day one.
• You\’ll attend meetings, contribute to advice delivery, and build your confidence in front of clients.
• You\’ll be supported through your journey to Chartered status, with structured development and full funding.

What they\’re looking for

• Level 4 qualified (RO1-RO6 or equivalent) – essential.
• Ideally working toward Chartered or keen to start.
• Strong technical foundation in financial planning – paraplanning or technical admin experience preferred.
• A confident communicator with a genuine interest in building long-term client relationships.

#J-18808-Ljbffr