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- Tasks: Join a dynamic team as a Trainee Paraplanner, supporting financial advisers and learning to grow client wealth.
- Company: A leading UK financial planning firm with a strong track record since 2004.
- Benefits: Enjoy a £29,200 salary, 25 days holiday, private medical insurance, and full exam support.
- Why this job: Kickstart your career in finance with hands-on training and a supportive culture focused on growth.
- Qualifications: GCSE Grade 4 (C) in English and Maths; degree or relevant experience preferred.
- Other info: No prior experience needed; just bring your eagerness to learn and a proactive mindset.
The predicted salary is between 29200 - 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.
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
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner (Hartley)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Paraplanner. Understanding the basics of financial planning and investment strategies will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with current Paraplanners or financial advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Demonstrate your eagerness to learn by seeking out relevant courses or certifications related to financial planning. This shows initiative and a commitment to your professional development, which is highly valued in this role.
✨Tip Number 4
Prepare for the interview by practising common questions related to client support and financial services. Be ready to discuss how your skills align with the requirements of the Trainee Paraplanner position and how you can contribute to the team.
We think you need these skills to ace Trainee Paraplanner (Hartley)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Trainee Paraplanner role. Emphasise any coursework, projects, or experiences related to financial services, communication, and attention to detail.
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 background makes you a suitable candidate. Be sure to express your eagerness to learn and grow within the team.
Highlight Relevant Skills: In your application, focus on your strong communication skills, organisational abilities, and any experience with Word, Excel, or CRM systems. If you have any familiarity with regulatory frameworks, mention that too, as it can set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of a Trainee Paraplanner.
How to prepare for a job interview at Placed
✨Show Your Eagerness to Learn
Since the role is aimed at those eager to grow, make sure to express your enthusiasm for learning. Share examples of how you've taken initiative in the past to acquire new skills or knowledge, especially in financial services.
✨Demonstrate Attention to Detail
As a Trainee Paraplanner, attention to detail is crucial. Prepare for the interview by reviewing your CV and any relevant documents thoroughly. Be ready to discuss how you ensure accuracy in your work, perhaps through specific examples from your studies or previous roles.
✨Highlight Your Communication Skills
Strong communication is key in this role. Think of instances where you've effectively communicated complex information, whether in group projects or during presentations. Be prepared to showcase your ability to convey ideas clearly and concisely.
✨Familiarise Yourself with Financial Concepts
Even if you don't have extensive experience, having a basic understanding of financial concepts can set you apart. Brush up on terms related to wealth management, investment portfolios, and compliance regulations. This will show your proactive mindset and readiness to engage in the industry.
