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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 starting salary of £29,200, 25+ days holiday, 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: Work with industry pros and gain valuable insights into compliance and investment strategies.
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 Paraplanner / Trainee Paraplanner (Permanent)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Paraplanner. Understanding the key responsibilities and skills required will help you demonstrate your enthusiasm and readiness for the position during any discussions.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current Paraplanners or financial advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Showcase your attention to detail and organisational skills in any interactions. Since the role involves producing reports and maintaining client records, demonstrating these qualities can set you apart from other candidates.
✨Tip Number 4
Be proactive in seeking out additional learning resources related to compliance and financial products. This not only shows your commitment to the role but also prepares you for the structured training programme that comes with the position.
We think you need these skills to ace Paraplanner / Trainee Paraplanner (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any exposure to financial services or client support. Emphasise your skills in using Word, Excel, and CRM/database systems, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you’re interested in becoming a Paraplanner and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: If you have any qualifications related to finance or customer service, be sure to mention them. Also, express your willingness to complete professional qualifications as part of the training programme.
Showcase Your Attention to Detail: Since the role requires producing annual review reports and maintaining key client records, provide examples in your application that demonstrate your attention to detail and organisational skills.
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 Paraplanner, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulous nature made a difference. Highlight any relevant projects or tasks that required precision.
✨Familiarise Yourself with Financial Regulations
Since the role involves working within regulatory frameworks like FCA and AML, brush up on these regulations before the interview. Being able to discuss them confidently will demonstrate your readiness for the role.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your enthusiasm for the position. Ask about the training programme, opportunities for progression, or how the team collaborates. This not only helps you gauge if the company is right for you but also leaves a positive impression.
