Trainee Paraplanner | York & Malton, North Yorkshire | Full Time | £22,000-£30,000, depending on experience and qualifications
Our client is an established Financial Advisory firm with offices in York and Malton, committed to delivering high-quality, client-focused financial planning services. They are currently seeking a knowledgeable and proactive Trainee Paraplanner to join their close-knit team and support the advisers in delivering tailored, compliant, and effective financial advice.
As a key support role within the firm, the Trainee Paraplanner will work closely with financial advisors to provide technical and administrative assistance in the development and delivery of tailored financial advice to clients.
This is an office-based role across both our York and Malton offices, offering variety and the chance to be closely involved in client advice processes.
Are you the right person for the job?
Already working towards or willing to work on achieving Diploma or Certificate in Financial Planning
Previous experience in financial planning administration or a paraplanning role is preferred
A knowledge of or willingness to learn about regulated products: pensions, investments, protection
Excellent written and verbal communication skills
Highly organised and able to manage multiple tasks under time constraints
Client-focused team player with strong attention to detail and initiative
What will your role look like?
Key Responsibilities
Prepare detailed Suitability Reports for a wide range of financial planning areas, including pensions, investments, bonds, trusts, IHT planning, and drawdown strategies
Conduct thorough research and analysis to ensure appropriate, client-aligned recommendations
Attend occasional client meetings to gather information and assist advisers in shaping advice
Liaise with product providers and clients to ensure cases progress efficiently
Support advisers with ad hoc tasks and administrative functions when required
Maintain workflow efficiency, meet deadlines, and uphold high compliance standards
Shadow the Director to gain deeper insight into financial planning and business operations
Typical Day-to-Day Tasks
Writing Suitability / Reasons Why Letters
Preparing Annual Review Letters
Compiling research and analysis for recommendations
Managing investment actions (e.g., Bed & ISA, phasing investments)
Responding to client queries and liaising with providers
Assisting with administrative tasks when required
What can you expect in return?
A competitive and progressive Salary package
Opportunity to follow a prescribed career path to becoming an Independent Financial Adviser
Company pension contributions
Discretionary bonus scheme
Membership of group life scheme
What's next? It's easy! Click “APPLY” now! We can't wait to hear from you!
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