The role
Your first year will be varied and designed to build your knowledge and experience, including:
- Supporting the advisers with paraplanning duties
- Assisting with client administration alongside the existing administrator
- Attending client meetings and shadowing experienced advisers
- Being introduced to clients and developing relationships over time
- Gradually taking responsibility for client meetings and ongoing advice as your experience grows
Once ready, you'll begin advising existing clients with portfolios typically between £250,000 and £500,000, with many larger relationships across the business.
About the firm
This is a well-established independent financial planning practice with:
- Around £100 million of assets under management
- Approximately 130 longstanding clients
- A loyal client base built over more than 35 years
- A small team of four people
- A friendly, relaxed working environment where people are trusted rather than micromanaged
The business is built on honest, traditional values, long-term client relationships and providing quality financial advice.
About you
You'll ideally have:
- Level 4 Diploma in Regulated Financial Planning, or be close to achieving it
- Experience within a financial planning environment, such as paraplanning or technical administration
- Excellent communication skills and a genuine interest in building long-term client relationships
- A desire to develop into a Financial Adviser rather than remaining in a purely technical role
Package
- Salary of around £30,000, negotiable depending on experience
- Full training and mentoring towards becoming a Financial Adviser
- Genuine succession opportunity with significant long-term progression
- Office-based in Hagley initially, with flexibility expected as the role develops
This is an excellent opportunity for someone looking for a structured route into financial advice while working alongside experienced professionals who are committed to developing the right individual.
Trainee Financial Planner in Stourbridge employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
