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- Tasks: Join our team as a Trainee Paraplanner, supporting Financial Advisers and developing client-focused skills.
- Company: A leading UK financial planning firm helping high-net-worth individuals since 2004.
- Benefits: Enjoy a competitive salary, 25+ days holiday, private medical insurance, and full exam support.
- Why this job: Kickstart your finance career with hands-on training and a clear path to becoming a qualified Paraplanner.
- Qualifications: Minimum GCSE Grade 4 in English and Maths; experience in financial services is a plus.
- Other info: Work in a supportive environment with opportunities for professional growth and development.
The predicted salary is between 23200 - 29200 £ per year.
The Business Our client has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, with great success. 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.
- 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
- Learning everything from compliance to investment portfolio reviews
- Working with databases, documentation, and financial software tools
- Completing professional qualifications as part of a structured training programme.
Minimum GCSE Grade 4 (C) or higher in English and Maths
Confidence using Word, Excel, and CRM/database systems
Any experience in financial services, admin or client support
Familiarity with regulatory frameworks (FCA, AML, GDPR, etc.)
29,200 starting salary, reviewed annually
~25 days holiday + bank holidays
~ Full financial support towards Paraplanning exams (training, CPD, and materials)
~ Private medical insurance
~ Group life, critical illness and income protection cover
~ Free parking
Contact Detail:
GradBay Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner (Permanent)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Paraplanner. Understanding the key responsibilities and skills required will help you demonstrate your enthusiasm and readiness for the position during any discussions.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join online forums to connect with current Paraplanners or financial advisers. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your technical skills by becoming proficient in financial software tools commonly used in the industry. Familiarity with CRM systems and databases will set you apart and demonstrate your commitment to the role.
✨Tip Number 4
Stay updated on regulatory frameworks like FCA, AML, and GDPR. Being knowledgeable about these regulations will not only enhance your understanding of the role but also show your potential employer that you are serious about compliance and best practices.
We think you need these skills to ace Trainee Paraplanner (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any roles in financial services or client support. Emphasise your attention to detail and any familiarity with financial regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in becoming a Paraplanner and how your skills align with the job requirements.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Word, Excel, and any CRM/database systems. If you have experience with financial products or compliance frameworks, make sure to include that too.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at GradBay
✨Show Your Enthusiasm for Financial Services
Make sure to express your genuine interest in the financial services industry. Talk about any relevant experiences or coursework that sparked your passion for this field, as it will demonstrate your commitment to becoming a Trainee Paraplanner.
✨Familiarise Yourself with Regulatory Frameworks
Since familiarity with regulatory frameworks like FCA, AML, and GDPR is important, take some time to research these areas. Being able to discuss them confidently during the interview will show that you understand the compliance aspects of the role.
✨Highlight Your Attention to Detail
As a Trainee Paraplanner, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature helped achieve positive outcomes, whether in academic projects or previous jobs.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready for your interviewers can set you apart. Ask about the training programme, opportunities for professional development, or the team culture. This shows that you are proactive and genuinely interested in the role.
