Job Title: Junior / Trainee Financial Planner
Location: Bury (Hybrid Working Available)
Salary: Competitive Employed Package + Bonus
A well-established and growing firm of Independent Financial Advisors based in Bury is offering an exciting opportunity for a Level 4 qualified Junior or Trainee Financial Planner to take their next step in the profession.
This is a rare chance to inherit a warm, well-maintained client book from a retiring advisor, while developing your skills in a supportive, close-knit team environment.
The Opportunity:
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Take over a high-quality client bank of around 100 clients, generating approx. £80K recurring income
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Build client relationships at your own pace with ongoing mentoring and support
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Access to new leads and referrals from day one—advisors in the firm are at capacity
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Benefit from full paraplanning and administration support
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Hybrid working from modern offices in Bury
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Real succession planning in place—two more advisor retirements expected in the next few years
Who This Role Would Suit:
We’re looking for someone who is Level 4 Diploma qualified and ready to start (or continue) their journey as a Financial Planner. You may already have 4–12 months of advising experience, or be in a non-advising role (e.g. paraplanning or technical support) and feel it’s time to step up—especially if your current firm isn’t providing the opportunities you’re looking for.
You’ll bring:
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A strong knowledge of financial planning products and services
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Excellent communication and interpersonal skills
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A genuine desire to build long-term relationships and offer quality advice
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Ambition to grow and succeed within a stable, forward-thinking firm
What You’ll Get:
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A loyal client book to inherit and develop
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Employed salary with attractive bonus structure
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Supportive training and development pathway
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Full admin and paraplanning support
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Flexible hybrid working
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Clear progression and long-term career prospects
Sector:
- Financial Services
- Financial Planning
