Trainee Paraplanner (Hartley)

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