Trainee Financial Adviser – Manchester City Centre - £45,000 

A leading, forward-thinking financial planning firm is looking for an ambitious Trainee Financial Adviser to join their growing Manchester-based team. This is a fantastic opportunity for an experienced Paraplanner or technically skilled financial services professional looking to take the next step in their career and become a Financial Adviser. 

The role:
Working alongside senior advisers, you’ll gain hands-on experience supporting clients, preparing and presenting advice, and building long-term relationships. You’ll receive structured training, mentoring, and full study support as you transition into an advisory role within a successful and supportive environment.

Key responsibilities (Initially):

• Liaising with existing client bank and liaising with new and potential financial planning clients
• Responsible for the initial client meetings 
• Conducting fact finds, identifying objectives and assessing attitude to risk 
• Working with other Advisers and Paraplanners to create tailored financial plans

Key Responsibilities (Within 6 months): 

• Servicing existing clients 
• Delivering tailored financial advice across across pensions, investments, protection and tax planning
• Cash flow planning 
• Meeting agreed performance metrics while maintaining an exceptional level of service  
• Staying up to date with regulatory and industry developments.

The person:

• Experience in financial planning, paraplanning, or a client-facing support role
• Strong technical understanding of pensions, investments, and protection
• Excellent communication and relationship-building skills
• Ambitious, self-motivated, and eager to develop into an advisory role
• Strong attention to detail and organisational skills
• Diploma in Financial Planning (DipPFS) or equivalent

The benefits:

• £40,000–£45,000 (depending on experience)
• Clear, structured progression pathway to Financial Adviser
• Company-funded exams and study materials
• £500 bonus for each exam passed
• Ongoing mentoring from experienced advisers
• Pension scheme with employer contributions
• Private medical insurance (after probation)
• Regular company events and socials
• Modern Manchester city-centre offices (close to Piccadilly)

Unsure if you should apply? Or you don't have a CV?
No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.