A Trainee Paraplanner is sought after by a leading UK financial planning firm to join their Investment Advisory Support Team.
About the Role
This is a fantastic opportunity for individuals looking to embark on a long-term, high-trust career path in financial services.
As a Trainee Paraplanner, you will work closely with experienced professionals to develop your technical and client-facing skills.
You will be responsible for supporting Financial Advisers in delivering exceptional client service, producing high-quality reports, and maintaining accurate client records.
* Supporting Financial Advisers in delivering tailored client service
* Producing annual review reports and maintaining key client records
* Preparing valuations, researching financial products, and drafting suitability reports
* Progressing into writing client-specific financial plans and recommendations
* Acting as a key contact for client communications and support
* Learning everything from compliance to investment portfolio reviews
* Working with databases, documentation, and financial software tools
* Attending client meetings and supporting advisers with follow-up actions
* Completing professional qualifications as part of a structured training programme.
Requirements
We are looking for individuals who possess strong communication skills, attention to detail, and good time management and organisational ability.
Candidates should have a minimum GCSE Grade 4 (C) or higher in English and Maths, either a degree (any subject) or relevant experience, and confidence using Word, Excel, and CRM/database systems.
Nice-to-have skills include any experience in financial services, admin, or client support, familiarity with regulatory frameworks (FCA, AML, GDPR, etc.), and proficiency in industry-standard software.
What We Offer
We provide a competitive starting salary of £29,200, reviewed annually, and a comprehensive benefits package including:
* 25 days holiday + bank holidays
* Full financial support towards Paraplanning exams (training, CPD, and materials)
* Private medical insurance
* Corporate cash plan + perks (e.g. Perkbox)
* Group life, critical illness and income protection cover
* Free parking
* Access to industry mentors, ongoing development, and a clear path into advisory roles
About Us
We are a reputable financial planning firm dedicated to supporting high-net-worth individuals to grow, manage, and preserve their wealth.