Job Title: Trainee Financial Advisor Location: Chester Salary: £40,000 - £45,000 Are you ready to be part of a growing firm that is ambitious, forward-thinking, and committed to providing exceptional service to high-net-worth clients? We are working with a National Wealth Management firm who do things differently. They are looking for a driven, client-focused individual to join their dynamic team and support their high performing Financial Planners in delivering top-notch financial planning solutions. In this exciting role, you will take full ownership of client relationships, handling a wide range of technical tasks and ensuring smooth client processes from start to finish. This is a key role that provides unparalleled exposure to senior Financial Planners, giving you the chance to be directly involved in high-quality financial planning for high-net-worth clients and developing yourself to become a fully fledged Financial Planner in the not-too-distant future. Your Responsibilities: Preparing complex suitability reports and creating cash-flow reports. Carrying out in-depth research on financial products and investments. Ensuring all client records are kept accurate, up to date and compliant. Making tax calculations and other financial planning calculations as needed. Taking full ownership of processes like scheduling reviews, managing communications, and liaising with clients and providers. What we are looking for: Level 4 qualified (or higher) in Financial Planning and aspire to become a Financial Adviser. You have a solid understanding of financial planning processes and how a firm operates. You are familiar with cash flow planning, financial planning research, and writing suitability reports. What’s in it for you? A direct pathway to becoming a Financial Planner Competitive Pension Scheme, Generous Holiday, Private Medical Insurance, Life Assurance, Income Protection Agile hybrid working Outstanding support from the offset If you are passionate about financial planning, enjoy client interaction, and want to take the next step in a growing, ambitious firm, we want to hear from you Apply today and start shaping your future with us.