Trainee Financial Planner

"This is Manchester. We do things differently here" (Tony Wilson).

This Manchester financial planning business is the epitome of different.

It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.

That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.

Which is where you come in.

You'll join the firm's advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off.

Along the way you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team. Combine that with the many conversations you'll have with clients each day and your development will be considerable.

Because ultimately you get good at something by doing it. And the more you do of it the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here.

Salary is to £40,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. Depending on performance that's an extra £500 - £1,000 per month.

They've just designed an additional company bonus scheme and something genuinely different/exciting - they'll be a wealth creation scheme. That means equity/a stake in the business.

There are other benefits of working here too.

The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away.

You'll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows so will you.

That said it has had plenty of success already. They've brought in well over £100m AUM in 2025 and that figure grows each month. Indeed, they're one of the fastest growing financial planning firms around.

And this success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork. It has also hired several high profile people into the leadership team from prestigious national wealth managers.

It all boils down to a fulfilling job where you get the chance to advise, get well paid for it and get a stake in the business. What's not to like?

HERE'S WHAT YOU'LL NEED:

Level 4 qualified (or close to) is great and you will need to secure it. But in short the biggest thing you need is confidence/knowledge around pensions.

The other two advisers are ex-paraplanners so that's a good starting point.

You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly so need to be OK with that.

You'll be someone who knows they'll be a great adviser if only given the chance. There's a fine line between arrogance and confidence but you'll stay on the right side of it.

You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too.

You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else.

This job isn't for everyone. In fact we know it won't be right for the majority of aspiring planners. But for someone it will be perfect.

Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV don't worry we can come to that later.

Everyone will receive a reply.