The Business
Our client has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, with great success.
The Job
A leading UK financial planning firm is on the hunt for a bright, detail-driven individual to join their Investment Advisory Support Team as a Trainee Paraplanner.
Whether you’re a recent grad, a career switcher, or someone with early exposure to financial services, this role is your gateway to a long-term, high-trust career path. You’ll get trained by industry pros, develop client-facing and technical skills, and work towards becoming a fully qualified Paraplanner.
You’ll be working inside a tight-knit, high-performing team where you’re not just
processing documents – you’re learning how to advise, analyse, and grow client wealth.
The culture is positive, supportive, and built for people who want to progress.
Here are some of the day-to-day duties:
* Supporting Financial Advisers in delivering a 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.
Candidate Requirements
You don’t need to have years of experience – we’re looking for someone eager to learn
and grow.
Must-have:
* Minimum GCSE Grade 4 (C) or higher in English and Maths
* Either a degree (any subject) or relevant experience
* Strong communication skills and attention to detail
* Good time management and organisational ability
* A proactive, curious mindset and a team-first attitude
* Confidence using Word, Excel, and CRM/database systems
Nice to have (but not essential):
* Any experience in financial services, admin or client support
* Familiarity with regulatory frameworks (FCA, AML, GDPR, etc.)
Perks & benefits:
* £29,200 starting salary, reviewed annually
* 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