Job Title: Trainee Financial Planner Location: Liverpool Salary: £35,000 and £50,000 An exciting opportunity to join a reputable wealth management firm committed to delivering tailored financial planning services. With significant client assets and a growing footprint across the Northwest, they are known for their relationship-driven approach, building lasting partnerships founded on trust and exceptional client care. In this role, you’ll receive full support towards achieving Chartered status, working alongside experienced Financial Planners and a dedicated client support team. This is a fantastic opportunity for a motivated individual to develop their skills, gain valuable client exposure, and progress their career in financial planning. What They Offer You: Full exam and study support towards Chartered status. Career progression in a growing and highly respected firm. Structured mentorship and hands-on training. Support from experienced paraplanners and administrators. A collaborative, client-focused working environment. Responsibilities: Assist in financial planning and client relationship management. Support the delivery of tailored financial solutions aligned with clients’ goals. Contribute to ongoing client reviews, ensuring plans remain on track. Conduct research and analysis to support bespoke financial plans. Collaborate with senior advisers to develop your technical skills. Requirements: Level 4 Diploma in Financial Planning Strong client service and relationship-building skills. Ambitious and committed to achieving Chartered status. Excellent communication and organisational abilities. A team player with a proactive and positive attitude.