Junior / Trainee Financial Planner

Job Title: Junior / Trainee Financial Planner
Location: Bury (Hybrid Working Available)
Salary: Competitive Employed Package + Bonus

A well-established and growing firm of Independent Financial Advisors based in Bury is offering an exciting opportunity for a Level 4 qualified Junior or Trainee Financial Planner to take their next step in the profession.

This is a rare chance to inherit a warm, well-maintained client book from a retiring advisor, while developing your skills in a supportive, close-knit team environment.

• Take over a high-quality client bank of around 100 clients, generating approx. £80K recurring income

• Build client relationships at your own pace with ongoing mentoring and support

• Access to new leads and referrals from day one—advisors in the firm are at capacity

• Benefit from full paraplanning and administration support

• Hybrid working from modern offices in Bury

• Real succession planning in place—two more advisor retirements expected in the next few years

We’re looking for someone who is Level 4 Diploma qualified and ready to start (or continue) their journey as a Financial Planner. You may already have 4-12 months of advising experience, or be in a non-advising role (e.g. paraplanning or technical support) and feel it’s time to step up—especially if your current firm isn’t providing the opportunities you’re looking for.

You’ll bring:

• A strong knowledge of financial planning products and services

• Excellent communication and interpersonal skills

• A genuine desire to build long-term relationships and offer quality advice

• Ambition to grow and succeed within a stable, forward-thinking firm

• A loyal client book to inherit and develop

• Employed salary with attractive bonus structure

• Supportive training and development pathway

• Full admin and paraplanning support

• Flexible hybrid working

• Clear progression and long-term career prospects