About the rol We are seeking a Trainee Paraplanner, to support experienced Paraplanners and Financial Advisers in delivering outstanding client service. This entry-level role is ideal for someone starting a career in financial planning, with structured training and mentoring provided to help you develop technical knowledge and progress towards a full paraplanning role. Key Responsibilities: * Assist in gathering client information and documentation * Learn how to conduct basic research into financial products and solutions * Support with drafting suitability reports under supervision * Help maintain client records in our back-office system * Shadow advisers and paraplanners during client meetings and casework * Support the preparation of financial planning documents and annual reviews * Stay informed about changes in financial products, regulations, and legislation * Work towards relevant professional qualifications Skills and Qualifications: Essential: * Strong interest in financial planning and wealth management * Excellent written and verbal communication skills * Good attention to detail and a willingness to learn * Proficient in Microsoft Office (Excel, Word, Outlook) * Minimum of A-Levels (or equivalent); degree preferred but not required Desirable: * Studying towards or interested in starting a Diploma in Financial Planning (DipPFS or equivalent) * Previous experience in a financial services or administrative role is a plus Personal Attributes: * Eager to learn and develop within the profession * Highly organised with strong time management skills * Team player with a proactive and positive attitude * Professional and client-focused mindset What We Offer: * Full training and mentorship from qualified professionals * Support for professional exams and qualifications * Clear progression path towards Paraplanner * Friendly and inclusive team environment * Flexible working options and study leave * Competitive salary with performance-based reviews