Trainee Paraplanner

Trainee Paraplanner – up to £35,000 - hybrid

A well-established and growing wealth management firm is looking to recruit a Trainee Paraplanner to join their financial planning team. This is an excellent opportunity for someone looking to build a long-term career

Key Responsibilities:

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• Supporting Financial Advisers with research and analysis
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• Assisting in the preparation of suitability and recommendation reports
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• Gathering and analysing client financial information
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• Liaising with pension, investment, and insurance providers
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• Maintaining accurate client records and back-office systems
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• Supporting the ongoing servicing of clients
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• Developing technical knowledge across pensions, investments, tax planning, and protection
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Training & Development:

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• Full apprenticeship and structured training provided
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• Support towards professional qualifications (CII / LIBF)
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• Clear progression path into a Paraplanner role
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Candidate Profile:

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• Strong attention to detail and organisational skills
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• Confident communicator with a professional approach
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• Keen interest in financial planning and wealth management
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• Previous financial services or administrative experience is beneficial but not essential
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• Motivated to learn and develop technical expertise
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