Full job descriptionJob Title: Trainee Financial Planner
Location: Liverpool
Salary: £35,000 and £50,000
An exciting opportunity to join a reputable wealth management firm committed to delivering tailored financial planning services. With significant client assets and a growing footprint across the Northwest, they are known for their relationship-driven approach, building lasting partnerships founded on trust and exceptional client care.
In this role, you’ll receive full support towards achieving Chartered status, working alongside experienced Financial Planners and a dedicated client support team. This is a fantastic opportunity for a motivated individual to develop their skills, gain valuable client exposure, and progress their career in financial planning.
What They Offer You:
*Full exam and study support towards Chartered status.
*Career progression in a growing and highly respected firm.
*Structured mentorship and hands-on training.
*Support from experienced paraplanners and administrators.
*A collaborative, client-focused working environment.
Responsibilities:
*Assist in financial planning and client relationship management.
*Support the delivery of tailored financial solutions aligned with clients’ goals.
*Contribute to ongoing client reviews, ensuring plans remain on track.
*Conduct research and analysis to support bespoke financial plans.
*Collaborate with senior advisers to develop your technical skills.
Requirements:
*Level 4 Diploma in Financial Planning
*Strong client service and relationship-building skills.
*Ambitious and committed to achieving Chartered status.
*Excellent communication and organisational abilities.
*A team player with a proactive and positive attitude.