Financial Planner

Financial Planner (Trainee Financial Planner considered)Alnwick Employed Role Career Progression and Equity OpportunityAn exciting opportunity has arisen with a growing independent Financial Planning firm based in Alnwick, looking to appoint a Financial Planner or Level 4 qualified Trainee Financial Planner to work closely alongside the business founder.This role would suit either:An early-career Financial Planner looking to continue developing their technical and client-facing skills, orA Level 4 qualified Trainee Adviser seeking the opportunity to gain hands-on client exposure and mentorship within a highly supportive environment.You will work directly with an established client bank, helping to service existing relationships while supporting the continued growth of the business. This is a rare opportunity to become a key part of a small, values-led firm, with genuine long-term progression potential as the company expands.The OpportunityWork closely with the founder in a highly collaborative environmentAttend and gradually lead client meetingsBuild relationships with existing clients and assist with ongoing servicingSupport new business enquiries and referralsGain exposure to all aspects of running and growing an independent Financial Planning businessOpportunity to become a key long-term figure within the firmAbout the BusinessThis is a small but ambitious independent Financial Planning firm built around doing the right thing for both clients and staff. The business ..... full job details .....