Job Description

Franklyn is a dynamic and client-focused financial services firm, committed to delivering exceptional wealth management solutions while making a meaningful impact in the community. Through our renowned charity events the Winter Waltz Gala Dinner and the Summer Swing Charity Shield Golf Day - we have raised over £1.88 million for incredible causes. We are also proud sponsors of Sale Sharks, Stoke City Football Club, Badminton England and Happy Radio.

We are looking for a Trainee Paraplanner/Paraplanner to join our high-performing team and play a key role in supporting our Wealth Managers in providing strategic financial advice to our valued clients.

The Role

As a Client/Senior Client Manager you will be responsible for ensuring the seamless delivery of financial advice by supporting the technical, compliance, and client management aspects of the advisory process. This is a fantastic opportunity for a detail-oriented professional with strong financial planning knowledge who is eager to develop their career in a well-respected firm.  

Key Responsibilities

• Support Wealth Managers by analysing client requirements, developing cash flow models, and maintaining accurate financial records
• Prepare suitability letters and reports while managing back-office records throughout the advice process
• Stay informed of industry changes, ensuring all business activities comply with regulatory requirements
• Handle client queries and provide outstanding service to build long-term relationships
• Work closely with internal teams, provide training, and support colleagues in enhancing service delivery

What We’re Looking For

• Level 4 Diploma in Financial Planning or close to completing
• Strong financial acumen and numeracy skills
• Exceptional attention to detail and accuracy
• Ability to manage multiple tasks and deadlines effectively
• Proficiency in financial software and IT systems
• Excellent communication and relationship-building skills
• A proactive and professional approach to client service

Why Join Franklyn?

• A well-established and respected financial services firm
• Support with professional development if desired such as further qualifications.
• A dynamic and supportive team environment
• Death in service (after 6 months continuous service).
• Critical illness cover and income protection (after 2 years continuous service).
• PMI after 5 years continuous service
• 29 days holiday inclusive of any bank holidays. (increasing by 1 day per year to up to a maximum of 34 including bank holidays)
• Health and wellbeing fitness session every week.
• Regular team events.
• Access to your own financial adviser.

This is a fantastic opportunity for a skilled financial services professional looking to advance their career in a firm that values excellence, integrity, and innovation.

Apply now to be part of Franklyn’s success story.