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This is a fantastic opportunity to join a highly regarded and award-winning financial services organisation that specialises in delivering bespoke financial planning and wealth management solutions across the UK.
With multiple offices nationwide and a strong reputation for client care, this firm provides services across investment, pensions, protection, and estate planning. Known for its collaborative culture and industry-leading standards, it has earned numerous accolades and is recognised for its commitment to employee development and client excellence.
They are now looking to hire a Trainee Paraplanner to join their growing paraplanning function. This role is perfect for someone who has already started their financial services journey—perhaps as an IFA Administrator or Junior Paraplanner—and has completed a few R0 exams or is already working toward the Level 4 Diploma in Financial Planning.
What You Can Expect:
- Structured training programme tailored to help you become a fully qualified Paraplanner
- On-the-job learning alongside Senior Paraplanners and Financial Planners
- Clear and achievable career progression pathways
- Support with professional qualifications, including study time and funding
- Hybrid working options - 2 days in the office & 3 days WFH (following initial training period)
Key Responsibilities:
- Assist in preparing research and financial planning reports based on client needs
- Support with the preparation of client documentation, reports, and financial cashflow forecasts
- Liaise with product providers and internal teams to obtain information and clarify technical details
- Undertake detailed product and fund research using leading tools and platforms
- Ensure all work is completed in line with internal standards, compliance, and FCA regulations
Who We’re Looking For:
- Some experience in financial services (IFA admin, trainee paraplanning, etc.)
- Ideally a few R0 exams completed or in progress
- A strong desire to learn and develop into a full Paraplanner role
- Excellent organisational skills and attention to detail
- Strong communication skills and a collaborative mindset
This is a rare and exciting opportunity to receive first-class training and mentorship while building a long-term career in the industry. You’ll be supported every step of the way and surrounded by experienced professionals who are passionate about what they do.
