Structured training into paraplanning | Exposure to suitability reports and advice support | Technical development in a regulated environment | Strong team culture and incentives If you are looking to move beyond administration into a more technical financial planning role, this Trainee Paraplanner position offers a clear and supported pathway. You will work closely with advisers and paraplanners, gaining exposure to research, report writing and the advice process. This role is designed for progression into a full paraplanner position. You will build technical knowledge, develop report writing skills and gain a deeper understanding of financial planning recommendations within a structured, compliant environment. Package & Benefits • Salary £27,000–£30,000 per annum, depending on experience. • Fully office-based role with free on-site parking and good transport links. • Smart casual working environment within a structured financial services setting. • Regular social events and team incentives throughout the year. • Three major company-wide events per year focused on team engagement. • Monthly team targets with performance-linked incentives. • 25 days holiday. • Pension scheme. About the Company You will be joining an established financial services business focused on delivering consistent, compliant and client-focused outcomes. The environment is structured and professional, with a strong emphasis on accuracy, teamwork and long-term client relationships. Key Responsibilities • Support the preparation of suitability reports and financial planning recommendations. • Conduct research on pensions, investments and financial products to support adviser recommendations. • Assist paraplanners and advisers with technical analysis and case preparation. • Maintain accurate client data and ensure documentation meets compliance standards. About You • Experience in financial services administration or client servicing roles. • Exposure to financial planning, pensions, investments or regulated financial products. • An interest in progressing into paraplanning or technical financial services roles. If you are looking to move into a more technical financial planning career, even if your CV is not fully up to date, we would welcome a conversation. Contact Fintelligent for more information or a confidential discussion. AW_FIN