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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, generous holiday, private medical insurance, and full support for professional qualifications.
- Why this job: Kickstart your career in finance with hands-on training and a clear path to becoming a qualified Paraplanner.
- Qualifications: Minimum GCSE Grade 4 (C) in English and Maths; experience in financial services is a plus.
- Other info: Perfect for recent grads or career switchers looking for a long-term, rewarding career.
The predicted salary is between 29200 - 40880 £ 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.
Responsibilities:
- 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.
Requirements:
- 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.)
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
- ~ 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 / Paraplanner (Permanent)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Paraplanner. Understanding the key responsibilities and the skills required will help you demonstrate your enthusiasm and readiness for the position during interviews.
✨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 from other candidates and demonstrate your commitment to the role.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle client scenarios or discuss financial products. Being able to articulate your thought process and decision-making will impress interviewers and show your readiness for the role.
We think you need these skills to ace Trainee Paraplanner / Paraplanner (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Paraplanner role. Emphasise any exposure to financial services, client support, or administrative roles.
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.
Highlight Relevant Skills: In your application, focus on your proficiency with Word, Excel, and any CRM/database systems. If you have familiarity with regulatory frameworks like FCA, AML, or GDPR, be sure to mention this as well.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a role in financial planning.
How to prepare for a job interview at GradBay
✨Research the Company
Before your interview, take some time to learn about the financial planning firm. Understand their values, services, and the types of clients they work with. This will help you tailor your answers and show genuine interest in the role.
✨Showcase Your Attention to Detail
As a Trainee Paraplanner, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulous nature made a difference, whether in academic projects or previous jobs.
✨Familiarise Yourself with Financial Regulations
Since the role involves working within regulatory frameworks like FCA and GDPR, brush up on these regulations. Being able to discuss them confidently will demonstrate your readiness for the role and your commitment to compliance.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows that you are engaged and serious about the position. Ask about the training programme, opportunities for progression, or how the team collaborates to support Financial Advisers.
