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.
- 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\'re a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you\'ve been waiting for.
