This job is no longer available
This job expired on 28/09/2026. It no longer accepts applications.
Trainee Financial Advisor
Pinstripe Personnel · High Legh
Job description
About the role
This is an exciting opportunity to join an award‑winning financial planning firm in the North West as a Trainee Financial Advisor. The role is designed for a newly qualified Financial Planner, a DipFA‑qualified Paraplanner, or a Mortgage Adviser looking to progress.
Key responsibilities
- Serve personal and corporate clients under the guidance of senior advisers.
- Utilise the firm’s full paraplanning and administration support to prepare client recommendations.
- Collaborate with directors and senior staff for ongoing professional development.
Required profile
- Minimum qualification: Dip FA or CeMAP.
- Preferably experience as an IFA/Financial Adviser, Paraplanner, or Mortgage Adviser.
Required skills
What we offer
- Competitive OTE of £40,000‑£50,000 per year.
- Access to a solid client base and comprehensive support functions.
- Mentoring from senior directors and a clear pathway for career progression.
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Pinstripe Personnel
High Legh
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