Graduate Trainee Financial Adviser / Planner Vacancy

A graduate financial planning role progressing from administration to paraplanning and financial advice, with one-to-one mentoring and fully funded professional qualifications.

Are you looking for more than just a graduate job?

Join us and start building a career in financial planning, with one-to-one mentoring from a Certified and Chartered Financial Planner, fully funded professional qualifications and a clear route to becoming a Chartered Financial Planner within a few years.

This role is ideal for a new or fairly recent graduate in a financial planning, finance, economics, law, accounting or similar field looking for a clear pathway to a career in a relationship-led boutique financial planning firm where quality, client care and work-life balance are genuinely valued.

The role will initially involve providing mostly administrative support to the team, as the best way to learn the business from the ground up. As your experience grows, you will be given increasing levels of responsibility and the opportunity to move into a paraplanner role. Once qualified to Diploma status, you will become authorised as an adviser and once deemed competent, start to look after clients.

Throughout your time, you will work closely with our Managing Director, a Chartered Financial Planner, author and financial planning podcast host, learning our approach to lifestyle financial planning and client care.

Development Pathway

The role is designed to progress in stages, starting with administration, moving into paraplanning, and ultimately developing into a Financial Planner, with full support for professional qualifications along the way.

Stage 1: Foundation (approx. 12 months)

Initially you will be:

• Supporting advisers and paraplanners with day-to-day administration

• Client onboarding and maintaining accurate client records

• Liaising with clients, product providers and platforms

• Managing correspondence and documentation in line with FCA requirements

• Learning software programs

• Assisting with the continual improvement of our systems & processes

• Providing office administration and assisting with other projects within the business including marketing, events, research and reporting.

• Studying towards Diploma level.

Stage 2: Development (a further approx. 18 months)

Adopting paraplanning responsibilities, to include:

• Conducting research on products, funds, and solutions

• Cashflow modelling and analysis

• Shaping recommendations by discussing proposals with the financial planner

• Writing recommendation reports and planning recommendations

• Supporting the planner to manage, implement and report on tax year end planning. 

• Continuing to study and achieve Diploma status.

Stage 3: – Financial Planner (Long-Term Progression) 

• Once qualified to Diploma level and demonstrating competence, start taking responsibility for some client relationships.

• Deliver regulated financial advice under supervision, then independently

• Continue studying to achieve Chartered Financial Planner status.

Skills & Attributes

We are looking for someone who has:

• A minimum qualification of degree level involving strong numeracy and literacy skills (possibly law, accounting, management, finance)

• A desire to learn and develop yourself within the financial planning profession

• Emotional intelligence, warmth and the ability to build trust with clients

• Excellent listening, communication and interpersonal skills

• Be highly organised, methodical and analytical

• A proactive, motivated approach, with the ability to work independently and collaboratively

• Confidence using technology 

About MFP Wealth Management

At MFP Wealth Management, financial planning is about much more than money. We work closely with a select number of successful clients, helping them plan for the future, achieve their life goals and make the most of retirement.

We’re an independent, specialist financial planning firm built around long-term client relationships rather than sales targets or the constant pursuit of new business. We believe in quality over quantity, with exceptional client care, structured processes and a healthy work-life balance at the heart of how we work.

We embrace technology and efficient ways of working, giving our team more time to focus on what really matters – building relationships and making a genuine difference to our clients’ lives.

Examinations and Career Development

We provide full support for professional development, including:

• A clear, structured career path in financial planning

• Support towards the Regulated Diploma in Financial Planning

• Progression to Chartered status

• Long-term pathway to Certified Financial Planner (CFP)

• Exam support and mentoring

• Structured career reviews and progression milestones

• Supportive and professional working environment

• Exposure to all aspects of a regulated financial planning firm

• Long-term career development opportunities

Working Pattern

All client meetings are held in our Christchurch office, and the successful candidate will work closely with our Managing Director and wider team. For this reason, the role will be primarily office based.

We are, however, happy to offer flexible working hours and will consider both full-time and part-time applicants.

The position comes with:

• A starting salary of up to £30,000

• Contributory pension

• Private medical insurance

• 25 days holiday + bank holidays