Paraplanner / Trainee Paraplanner (Permanent)

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
~