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For Companies At a Glance
- 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 competitive salary, generous holiday, private medical insurance, and full support for your professional exams.
- Why this job: Kickstart your career in finance with hands-on training and a supportive culture focused on growth.
- Qualifications: GCSE Grade 4 (C) or higher 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
Trainee Paraplanner employer: GradBay
Contact Detail:
GradBay Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨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. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Demonstrate your eagerness to learn by seeking out relevant courses or certifications related to financial planning. Even if you’re new to the field, showing initiative in your professional development can set you apart from other candidates.
✨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, such as attention to detail and communication, can contribute to the team’s success.
We think you need these skills to ace Trainee Paraplanner
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 your communication skills, attention to detail, and any experience in financial services or client support.
Craft a Compelling Cover Letter: Write a cover letter that showcases your eagerness to learn and grow in the financial services sector. Mention why you are interested in this specific role and how your background makes you a suitable candidate.
Highlight Relevant Qualifications: Clearly state your GCSE results and any degrees or relevant experiences. If you have familiarity with regulatory frameworks or financial software, make sure to include that as well.
Showcase Your Soft Skills: In your application, emphasise your strong communication skills, time management, and proactive mindset. These traits are essential for the role and will help you stand out to the hiring team.
How to prepare for a job interview at GradBay
✨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. During the interview, highlight experiences where your meticulous nature has led to successful outcomes. This could be in academic projects or previous roles.
✨Prepare for Technical Questions
Even if you’re new to the field, it’s beneficial to familiarise yourself with basic financial concepts and terminology. Be ready to discuss any relevant coursework or experiences that showcase your understanding of financial products.
✨Exhibit Strong Communication Skills
This role involves client interactions, so showcasing your communication skills is key. Practice articulating your thoughts clearly and confidently, and consider preparing a few questions to ask the interviewer about the team and company culture.
