Trainee paraplanner

Job Title: Trainee Paraplanner

Location: Lytham

Contract: Full-time, Permanent

Hours: 37.5 hours per week (9:00am - 5:00pm)

Salary: Up to £50,000 (dependent on experience)

Reference Number:

Advertised by Recruit UK

Recruit UK is pleased to be working with a well-established and highly regarded firm based in Lytham. With a strong presence across the UK, the business supports both personal and corporate clients with high-quality financial planning services. Due to continued growth, they are now looking to appoint a Trainee Paraplanner to join their expanding team.

Previous paraplanning experience is essential, and candidates holding (or working towards) the Level 4 Diploma in Financial Planning will be at a distinct advantage.

In return, you will benefit from a competitive salary, a comprehensive benefits package, and the opportunity for hybrid working to support a healthy work-life balance.

Key Responsibilities

• Research: Conduct detailed research on financial products, funds, and technical planning areas to support advisers
• Report Writing: Prepare clear, compliant, and detailed suitability reports for client recommendations
• Client Support: Build strong client relationships by responding to queries and providing ongoing support
• Record Management: Maintain accurate and up-to-date client records, including risk profiles and compliance documentation
• Compliance: Ensure all work aligns with regulatory and legislative requirements
• Industry Awareness: Keep up to date with market trends, regulatory changes, and new financial products
• Collaboration: Work closely with advisers and administrative teams to deliver excellent client outcomes

What’s on offer

• Up to £50,000 starting salary (DOE)
• Hybrid & flexible working options
• Support with obtaining industry recognised qualifications
• Competitive holiday and benefits package

Requirements

• Minimum of 2 years’ experience in a paraplanning or similar role, with a strong track record of producing detailed reports
• Level 4 Diploma in Financial Planning (or equivalent), or actively working towards it
• Strong understanding of pensions, investments, retirement planning, tax, and financial services regulation
• Excellent written and verbal communication skills, with the ability to explain complex information clearly
• High level of accuracy and strong organisational skills, with the ability to manage multiple tasks effectively
• A collaborative approach and ability to work well within a team environment
• Solid knowledge of industry standards and a commitment to continuous professional development
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook

To apply, please send your CV

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm in Lytham on a Trainee Paraplanner role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.