Trainee Financial Advisor

A standout opportunity for an ambitious Paraplanner ready to take the next step into Financial Advice.

An established Chartered Wealth Management firm is looking for a technically strong, confident and commercially minded Paraplanner to work closely with a Senior Director, supporting a sophisticated high-net-worth client base.

This opportunity would suit someone who combines strong technical financial planning knowledge with excellent interpersonal skills, client-facing confidence and the gravitas to build relationships with high-net-worth individuals. You will be involved in client meetings, cash-flow modelling, power planning and more complex investment arrangements, gaining valuable exposure to the full financial advice process.

For someone with the ambition to progress beyond paraplanning, this is an opportunity to learn directly from an experienced Director, broaden your technical expertise and develop the client-facing skills needed to build a successful career in Financial Advice.

Key Responsibilities

• Work directly alongside a Senior Director, supporting a high-net-worth client base with complex financial planning requirements.
• Attend client meetings, developing relationships and gaining valuable experience of the financial advice process.
• Support cash-flow modelling, power planning and the preparation of financial recommendations.
• Gain exposure to sophisticated investment solutions, including VCTs and other complex planning arrangements.
• Assist with client reviews, meeting preparation, documentation and follow-up actions.
• Develop your technical expertise and client-facing capabilities, taking on increasing responsibility as you progress towards becoming a Financial Adviser.
• Manage your workload proactively, maintaining high standards of accuracy and organisation in a demanding, fast-paced environment.business.

Skills and Experience Required

• Level 4 Diploma in Financial Planning, with progress towards Chartered status advantageous.
• Experience within a financial planning or wealth management firm, ideally in a paraplanning, power planning or junior adviser role.
• Strong technical paraplanning skills, combined with the confidence and gravitas to engage with high-net-worth clients.
• Excellent communication and relationship-building skills, with a professional and assured approach in client meetings.
• A proactive mindset, commercial awareness and the ambition to develop into a Financial Adviser.
• The ability to work independently, manage competing priorities and maintain high standards in a fast-paced environment.
• Based within a commutable distance of Worcester, Droitwich, Bromsgrove, Redditch or the surrounding areas, with a full driving licence and willingness to travel to client meetings.

What's in It for You?

• A genuine opportunity to progress into Financial Advice.
• Support with further professional qualifications, including Chartered exams.
• Direct mentorship and exposure to an experienced Senior Director.
• The opportunity to work with high-net-worth clients and gain experience in more sophisticated financial planning.
• Generous bonus scheme.
• 25 days' annual leave plus bank holidays.
• Flexible working, combining home working, client meetings and time in the office, depending on the working week.
• Death in Service cover.
• Auto-enrolment pension.
• The chance to build a long-term career within an established Chartered Wealth Management business.

Apply Now

If you're an experienced Paraplanner who wants more than the next step up the technical ladder, this could be the opportunity that changes the direction of your career.

Gain direct exposure to complex wealth management, learn from an experienced Director and work towards becoming a Financial Adviser, with the technical development, client experience and professional support to help you get there.

For more information or to apply, contact:

Ellie Sedgwick

Senior Consultant | IDEX Consulting

Financial Services Recruitment Specialist

Mobile: 07441 341 817

Email: [email protected]

Apply now for immediate consideration.