Trainee Financial Planner in Worcester

Job description

Trainee Financial Planner - Client-Facing Development Role

Worcestershire (within 30 mins of Worcester) | £40,000-£45,000 + Bonus + Benefits + Hybrid

From paraplanning to planning - your next step starts here.

We're working with a highly respected, independent wealth management firm that's offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role.

This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You'll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner.

Why this role stands out:

• You'll work closely with an experienced adviser, supporting real complex client cases from day one.
• You'll attend meetings, contribute to advice delivery, and build your confidence in front of clients.
• You'll be supported through your journey to Chartered status, with structured development and full funding.

What they're looking for:

• Level 4 qualified (RO1-RO6 or equivalent) - essential.
• Ideally working toward Chartered or keen to start.
• Strong technical foundation in financial planning - paraplanning or technical admin experience preferred.
• A confident communicator with a genuine interest in building long-term client relationships.
• Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites.

What's on offer:

• Competitive salary + annual bonus (behaviour-linked).
• 8% employer pension contribution.
• Private medical insurance, income protection, and death-in-service cover.
• 35-hour week with flexible working.
• Full support for professional development and qualifications.

If you're a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you've been waiting for.

Extra information

Status

Open

Education Level

Secondary School

Location

Worcester

Type of Contract

Part-time jobs

Published at

16-12-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English