--- title: Smart Financial description: Here’s an opportunity to join one of the North West’s leading Financial Planning firms.  Smart Financial Planning is a highly regarded Lifestyle Financial Planning firm, led by the former Chairman of the Institute of Financial Planning in the North West and director, coach and mentor or the FP Training Academy, Steve Martin.  We are setting new standards of client care, with … Read More --- [![logo-colour](https://smartfinancial.co.uk/hubfs/brand-logos/logo-colour.svg "logo-colour")](https://smartfinancial.co.uk/) [![logo-white](https://smartfinancial.co.uk/hubfs/brand-logos/logo-white.svg "logo-white")](https://smartfinancial.co.uk/) - [About you](https://smartfinancial.co.uk/about-you) - [About us](https://smartfinancial.co.uk/about-us) - [What we do](https://smartfinancial.co.uk/what-we-do) - [Client stories](https://smartfinancial.co.uk/client-stories) - [Blog](https://smartfinancial.co.uk/blog) - [Contact](https://smartfinancial.co.uk/contact) # Smart Financial Blog 2 minute read by Smart Financial ##### **Here’s an opportunity to join one of the North West’s leading Financial Planning firms. ** Smart Financial Planning is a highly regarded Lifestyle Financial Planning firm, led by the former Chairman of the Institute of Financial Planning in the North West and director, coach and mentor or the FP Training Academy, Steve Martin.  We are setting new standards of client care, with an insistence upon maintaining our position as a leading Financial Planning Firm in the region. We are looking for a Trainee Technical Adviser with similar aspirations.  Our clients are successful, high net-worth individuals with complex affairs. They expect a service that is exemplary in every respect. Whether it be on the phone, in writing or face-to-face, you will naturally interact with our clients in a highly courteous, efficient and friendly way. You will respond briskly to technical queries and always aim to exceed expectations. Importantly, our clients value our attention to detail and our accuracy. You will be pleased to hear that we are meticulous in all we do as this is something you are passionate about too.  You will already have some financial planning knowledge; more importantly you will have an appetite to learn more and to develop further. You will almost certainly be at graduate level or equivalent, be a fast learner and have the confidence to try new things. (If you have the hunger, we want to help you develop your skills.) You will be a good typist and have good IT skills (word, excel, outlook, power point) as our business utilises a wide range of computer based support. It is important that you are technically minded with good level of numeracy skills. The position is a three-year training program covering:  - Year one – Financial Services and technical administration, meeting participation and completion of the Diploma in Financial Planning - Year two – Paraplanning and further technical administration, during which you will complete the Advance Diploma in Financial Planning - Year three – Advanced Technical Paraplanning as well as completing your Certified Financial Planning license So, if you are the Trainee Technical Adviser we are looking for you will have the:  - Ability to understand complex technical solutions - Excellent adminstrative skills - Accuracy and a keen attention to detail - A good level of report writing skills - Good time management skills - Problem solving ability - Ability to anticipate colleagues’ and clients’ needs - Be comfortable conducting research - Excellent interpersonal and IT skills If this sounds like you and you are now feeling excited about this opportunity, the closing date is 15 January 2018 and the start date 4th June 2018. Email your CV and covering letter detailing why you are perfect for the role to info@smartfinancialuk.pixel1.uk. ## Latest insights and articles ##### W𝗼𝗿𝗸, 𝘀𝗼𝗰𝗶𝗮𝗹 𝗮𝗻𝗱 𝗽𝗹𝗮𝘆 𝗶𝗻 𝗦𝗽𝗮𝗶𝗻 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘄𝗵𝗼𝗹𝗲 Smart Financial Team [Read more](https://smartfinancial.co.uk/blog/work-social-play-in-spain) 5 minute read ##### What a Week at Club La Santa Taught Me About Financial Planning [Read more](https://smartfinancial.co.uk/blog/what-a-week-at-club-la-santa-taught-me-about-financial-planning) 2 minute read ##### The New Year Isn’t About Reinvention - It’s About Refinement [Read more](https://smartfinancial.co.uk/blog/reinvention-vs-refinement) 3 minute read [See all articles](https://smartfinancial.co.uk/blog) ![logo-colour](https://smartfinancial.co.uk/hubfs/brand-logos/logo-colour.svg "logo-colour") #### Menu - [About you](https://smartfinancial.co.uk/about-you) - [About us](https://smartfinancial.co.uk/about-us) - [What we do](https://smartfinancial.co.uk/what-we-do) - [Client stories](https://smartfinancial.co.uk/client-stories) - [Blog](https://smartfinancial.co.uk/blog) - [Contact](https://smartfinancial.co.uk/contact) #### Address Beehive Lofts, Unit 4.1 Waulk Mill 51 Bengal Street Manchester M4 6LN ![image006](https://smartfinancial.co.uk/hs-fs/hubfs/signature-images/image006.jpg?width=200&height=58&name=image006.jpg) ![ch firm58](https://smartfinancial.co.uk/hs-fs/hubfs/signature-images/ch%20firm58.png?width=241&height=58&name=ch%20firm58.png)   #### Sign up to our newsletter - [Privacy policy](https://smartfinancial.co.uk/privacy-policy) - [Terms and conditions](https://smartfinancial.co.uk/terms-and-conditions) Site developed by [ClientsFirst](https://www.clients-first.co.uk/) Smart Financial is a trading style of Smart Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. You can find Smart Financial Planning Ltd on the FCA register by [clicking here](https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000Mg7KfAAJ). Smart Financial Planning Ltd is registered in England & Wales. Company number: 06274060. Registered Office: Beehive Lofts, Unit 4.1, Waulk Mill, 51 Bengal Street, Manchester, M4 6LN. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning. © 2026 All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Smart Financial", "url" : "https://smartfinancial.co.uk/blog/author/smart-financial" }, "dateModified" : "2023-09-06T10:39:20.538Z", "datePublished" : "2019-06-19T17:37:27.000Z", "headline" : "Smart Financial", "mainEntityOfPage" : { "@id" : "https://smartfinancial.co.uk/blog/recruitment", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://smartfinancial.co.uk/hubfs/brand-logos/logo-colour.svg" } } } ```