https://jobs.co.uk/job/trainee-financial-advisor-capio-recruitment-financial-planning--ef58dcf9-265d-4fde-8c99-80a586f55204 RSS feed for Trainee Financial Advisor at Capio Recruitment Financial Planning. en-gb Thu, 25 Jun 2026 07:34:09 GMT https://jobs.co.uk/job/trainee-financial-advisor-capio-recruitment-financial-planning--ef58dcf9-265d-4fde-8c99-80a586f55204 https://jobs.co.uk/job/trainee-financial-advisor-capio-recruitment-financial-planning--ef58dcf9-265d-4fde-8c99-80a586f55204 Wed, 24 Jun 2026 11:52:33 GMT Location: Northampton | Salary: 40000.00-40000.00 Annual | Type: Permanent | Associate Wealth Manager/Junior Financial PlannerNorthampton£40,000 - £50,000 DOE + Discretionary BonusClear Path to Advising Study Support to Chartered PMI, IP, DIS Gym Membership Onsite Parking Generous PensionThe OpportunityWe are working with a growing and highly ambitious Chartered Wealth Management firm is seeking an Associate Wealth Manager to join its Northampton-based team.This is a unique opportunity for an experienced Paraplanner or Associate Adviser looking to take the next step towards becoming a Financial Planner. You''ll receive structured mentoring, technical training and client exposure, with a clear pathway into a Wealth Manager position.Working closely with Senior and Chartered Wealth Managers, you will play a key role in supporting the advice process, preparing recommendations, conducting research and attending client meetings whilst developing your own client-facing skills to inherit clients in the near future.About YouDiploma qualified, ideally working towards CharteredExperience within a Paraplanning or similar technical financial planning roleStrong understanding of pensions, investments and financial planning solutionsExcellent attention to detail and repor... Permanent