Trainee Financial Planner

Trainee Financial Advisor – Wealth Management | Up to £65,000 | Cambridge (Hybrid)

Step into a client-facing advisory role with structured support and genuine progression.

Company Overview

This forward-thinking, client-centric financial planning firm delivers holistic advice across pensions, investments, protection, and tax planning. Known for professionalism, accountability, and continuous development, the firm supports ambitious professionals who want long-term career growth.

You’ll join a high-performing, collaborative team focused on delivering outstanding client outcomes while developing future Chartered Financial Planners.

Job Title

Trainee Financial Advisor / Trainee Wealth Planner

Ideal for experienced Paraplanners ready to transition into regulated advice.

Location & Work Type

• Cambridge (Hybrid – 2–3 days office-based)

• Full-time, permanent

Salary & Benefits

• £50,000 – £65,000 basic (DOE)

• Bonus scheme

• 25+ days holiday + bank holidays

• Generous pension contribution

• Full support toward Chartered status

• Structured mentoring and CPD

• Inclusive, supportive team culture

Responsibilities

Client Advice & Planning

• Support Wealth Planners with holistic financial advice

• Deliver advice across pensions, investments, tax planning, and protection

• Prepare cashflow modelling using tools such as Voyant or CashCalc

• Assist in client reviews and recommendation delivery

• Build confidence towards Competent Adviser Status (CAS)

Development & Compliance

• Receive mentoring from Chartered Advisers

• Complete structured training towards full advisory responsibility

• Maintain CPD and ensure FCA-compliant documentation

• Uphold high ethical and regulatory standards

Requirements

Essential

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)

• Paraplanning experience within an IFA or financial planning firm

• Strong technical knowledge of pensions, investments, and tax wrappers

• Clear communication and client-facing confidence

• Strong analytical and organisational skills

Desirable

• Working towards Chartered status

• Experience with XPlan or similar back-office systems

• Familiarity with Voyant or CashCalc

• Exposure to complex or high-net-worth cases

How to Apply

If you’re ready to move from Paraplanning into a supported advisory role with clear progression, apply now for a confidential discussion.