My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: Wed 14/09/2022

Trainee Financial Planner

Wigan, UK
Apply Now

Company: MBF.

Job Type: Permanent, FullTime

Salary: £38,000 - £50,000 per annum

Senior Paraplanner / Trainee Financial Planner - Wigan - Salary negotiable plus Bonus and Benefits

MBF are currently working with a leading North-West based firm of Chartered Financial Planners who are looking to recruit a Senior Paraplanner to work alongside the CEO.

The role:

  • The idea is that over the course of 18-24 months you will be shadowing the CEO, helping them to service their significant client book and being introduced as their future point of contact for when the CEO retires.
  • You will start client work within the first 6 months, once you are settled into the company's way of working
  • During this training period you will also be assisting the Advisor by producing financial plan's/ reports for their clients
  • Preparing cashflow reports where applicable
  • Act as main point of contact and deal effectively with queries from clients and other parties


  • You must be Diploma qualified as a minimum, ideally Chartered or willing to work towards this
  • Candidates must have excellent Technical ability
  • You must also have first class communication skills, with the ability to communicate your technical knowledge clearly and effectively
  • The successful candidate will ideally move into a full financial planner role within 2 years, so it is important that the applicants show this ambition.
  • You should have a minimum of 3 years' Paraplanning experience

On offer:

  • Exceptional opportunity to progress within a growing company, offering a significant client book for you to manage
  • Competitive salary of £40-50K plus Benefits
  • Salary review once you progress into full Advisor role
  • Exam support
Apply Now