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Trainee Financial Planner
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Trainee Financial Adviser
Location: Stourbridge, West Midlands
Salary: £30,000
An established independent financial planning practice in Hagley is looking to appoint a Diploma-qualified (or nearly qualified) individual who is ready to take the next step towards becoming a Financial Adviser.
About the Role
This is an opportunity to join a close-knit business with genuine long-term progression. Rather than being expected to advise from day one, you'll spend time learning the business, shadowing experienced advisers, getting to know clients and gradually taking on more responsibility as your confidence grows.
With the Managing Director planning for retirement over the coming years and the next generation already at capacity, this role has been created as part of the firm's succession planning. The intention is to develop someone into an Adviser with an established client bank.
The Role
Your first year will be varied and designed to build your knowledge and experience, including:
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- Supporting the advisers with paraplanning duties
- Assisting with client administration alongside the existing administrator
- Attending client meetings and shadowing experienced advisers
- Being introduced to clients and developing relationships over time
- Gradually taking responsibility for client meetings and ongoing advice as your experience grows
Once ready, you'll begin advising existing clients with portfolios typically between £250,000 and £500,000, with many larger relationships across the business.
About the Firm
This is a well-established independent financial planning practice with:
- Around £100 million of assets under management
- Approximately 130 longstanding clients
- A loyal client base built over more than 35 years
- A small team of four people
- A friendly, relaxed working environment where people are trusted rather than micromanaged
The business is built on honest, traditional values, long-term client relationships and providing quality financial advice.
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About You
You'll ideally have:
- Level 4 Diploma in Regulated Financial Planning, or be close to achieving it
- Experience within a financial planning environment, such as paraplanning or technical administration
- Excellent communication skills and a genuine interest in building long-term client relationships
- A desire to develop into a Financial Adviser rather than remaining in a purely technical role
Package
- Salary of around £30,000, negotiable depending on experience
- Full training and mentoring towards becoming a Financial Adviser
- Genuine succession opportunity with significant long-term progression
- Office-based in Hagley initially, with flexibility expected as the role develops
This is an excellent opportunity for someone looking for a structured route into financial advice while working alongside experienced professionals who are committed to developing the right individual.
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