An established, highly regarded independent financial planning firm is looking to appoint a Trainee Financial Planner to work closely alongside a Senior Financial Planner / Director as part of a structured succession and development plan.
This is an outstanding opportunity for a Level 4 qualified Paraplanner or Trainee IFA who is ready to take the next step into a fully client-facing advisory role, with exceptional mentoring, training and long-term career progression.
The opportunity
This role has been designed for someone who wants to become a fully authorised Independent Financial Adviser in the near future, rather than remaining in a technical or support-based position.
You will shadow and work directly with a highly experienced Senior Financial Planner/Director, receiving hands-on exposure to client meetings, advice construction and relationship management.
Full ongoing training, guidance, and structured development will be provided throughout.
Once signed off as competent, you will be transitioned onto a full client book, enabling you to build your own long-term advisory career within the firm.
Key Responsibilities
- Shadowing and supporting a Senior Financial Planner/Director in client meetings
- Gradually taking responsibility for client interactions and advice delivery
- Undertaking a structured training and development programme with a clear pathway to becoming a full IFA
- Assisting with suitability reports, recommendations, and ongoing client servicing
- Managing and developing client relationships over time
- Conducting the majority of client meetings via video, with some office-based and occasional face-to-face meetings
Upon successful completion of training and sign-off:
- You will be provided with a ready-made client bank
- Typical client investable assets range from £150,000 – £250,000+
- Full autonomy to manage, grow, and develop your client portfolio
Candidate Profile
This role would suit:
- A Paraplanner or Trainee Financial Planner looking to move into an advisory role
- Someone genuinely motivated to become a career Financial Planner / IFA
Essential requirements:
- Level 4 Diploma in Financial Planning (DipPFS or equivalent)
- Strong client-focused mindset
- Ambition, professionalism, and long-term career focus
Salary & Benefits
- Basic salary up to £50,000, depending on experience
- Bonus structure
- Full company benefits package
- Long-term career progression and succession planning
Working Pattern
- Initially office-based (5 days per week) during training and onboarding
- Moving to hybrid working (3 days office / 2 days home) once established
Why Apply?
- Clear, supported route to becoming a fully-fledged IFA
- Direct mentoring from a senior adviser
- Guaranteed client bank once signed off
- Join a professional, client-focused firm with high standards and long-term vision
This is a rare opportunity for a technically strong, Level 4 qualified professional to step into an advisory role the right way, with structure, mentoring, and genuine career progression.
Sector:
- Financial Services
- Financial Planning
