Job Reference
90257
Location
Hillingdon, Middlesex
Employment Type
Permanent
Salary
£35,000 – £40,000 (Junior) up to £45,000 (Senior)
Working Pattern
* 4 days in the office, WFH Fridays
* After settling period (c. 3–6 months): 3 days office / 2 days WFH
Role Overview
We are working with a well?established wealth management and financial planning firm in Middlesex who are looking to hire a Trainee or Junior Paraplanner to join their growing advice support team.
This is an excellent opportunity for someone with existing paraplanning exposure who wants to develop into a fully competent Paraplanner within a structured, supportive environment.
The Role
You’ll work closely with Financial Advisers on a pooled basis, supporting the advice process through research, analysis, and report preparation. Candidates must ideally already have some paraplanning or technical support experience.
The firm has a strong track record of developing junior paraplanners, with clear progression to full paraplanner status within 12–18 months, depending on experience and qualifications.
Key Responsibilities
* Support advisers with technical research and analysis
* Assist with preparation of suitability reports and advice documentation
* Carry out product and fund research
* Support client reviews and annual review preparation
* Work closely with advisers (approx. 1 paraplanner to 2 advisers)
* Liaise with internal admin/support teams (non-technical work handled separately by the back-office support team)
* Ensure work is accurate, compliant, and delivered to a high standard
What They’re Looking For
* Some existing paraplanning or technical support experience (essential)
* Level 4 Diploma preferred, but will consider candidates with 4–5 ROs and clear evidence of progression
* Strong understanding of the advice process
* Good attention to detail and analytical skills
* Willing to commute by car (office is not close to a train station)
They would also consider a fully qualified Paraplanner if the experience and salary expectations align.
Salary & Benefits
* £35,000 – £40,000 for trainee/junior level
* Up to c.£45,000 for a stronger or more experienced paraplanner
* Auto?enrolment pension
* Revenue?based bonus scheme
* Full training and development support
Why Join
* Structured progression into a full Paraplanner role
* Supportive team with experienced advisers and paraplanners
* Balanced working pattern with hybrid flexibility once established
* Opportunity to join a firm that invests time in developing people properly
If you have paraplanning experience and are looking for a role where you can develop, qualify, and progress, this is a strong long?term opportunity.
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