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- Tasks: Support clients and develop financial plans with expert mentorship.
- Company: Respected independent wealth management firm with a focus on growth.
- Benefits: Competitive salary, bonuses, flexible working, and comprehensive health coverage.
- Why this job: Gain hands-on experience and mentorship while building client relationships.
- Qualifications: Level 4 qualified in financial planning; strong communication skills required.
- Other info: Flexible work environment with excellent professional development opportunities.
Are you the right candidate for this opportunity? Make sure to read the full description below.
Worcestershire (within 30 mins of Worcester) | £40,000-£45,000 + Bonus + Benefits + Hybrid
From paraplanning to planning - your next step starts here. We are working with a highly respected, independent wealth management firm that is 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 will 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 will work closely with an experienced adviser, supporting real complex client cases from day one.
- You will attend meetings, contribute to advice delivery, and build your confidence in front of clients.
- You will be supported through your journey to Chartered status, with structured development and full funding.
What they are 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.
- Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites.
What’s on offer:
- Competitive salary + annual bonus (behaviour-linked).
- 8% employer pension contribution.
- Private medical insurance, income protection, and death-in-service cover.
- 35-hour week with flexible working.
- Full support for professional development and qualifications.
If you are a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you have been waiting for.
Trainee Financial Planner in Worcester employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner in Worcester
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field, attend industry events, and connect with potential mentors. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Practice your pitch! Be ready to explain why you’re the perfect fit for the Trainee Financial Planner role. Highlight your technical skills and your eagerness to learn from experienced advisers during interviews.
✨Tip Number 3
Showcase your passion! When you get the chance to meet clients or attend meetings, let your enthusiasm for financial planning shine through. Clients appreciate genuine interest and confidence in their adviser.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trainee Financial Planner in Worcester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Financial Planner role. Highlight any paraplanning or technical admin experience you have, and don’t forget to mention your Level 4 qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in financial planning and how you’re eager to build long-term client relationships. Show us why you’re the perfect fit for this client-facing role.
Showcase Your Communication Skills: As a Trainee Financial Planner, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and confidently. This will help us see your potential in client meetings right from the start.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role. We can’t wait to hear from you!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially the technical aspects. Since this role is client-facing, being able to discuss complex cases confidently will impress your interviewers.
✨Show Your Communication Skills
Practice articulating your thoughts clearly and concisely. This role requires a confident communicator, so be prepared to demonstrate how you can build relationships with clients during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client management and mentorship. This shows your genuine interest in the role and helps you understand if it’s the right fit for you.
✨Highlight Your Development Goals
Discuss your aspirations towards Chartered status and how you plan to achieve it. This aligns with what they’re looking for and shows that you’re committed to your professional growth.
