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- Tasks: Support financial planning documentation and conduct technical research for clients.
- Company: Respected Independent Financial Advisory firm in Central London.
- Benefits: Competitive salary, supportive environment, and clear career progression.
- Why this job: Kickstart your paraplanning career with structured development and real impact.
- Qualifications: Experience in financial planning and commitment to long-term career growth.
- Other info: Collaborative team atmosphere with exposure to complex cases.
The predicted salary is between 28000 - 36000 £ per year.
We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical and client support team on a permanent basis.
This role is ideal for someone already working within an IFA or financial planning environment who is looking to develop their paraplanning career further. The position sits within a structured technical team, offering exposure to high-quality financial planning work and a clear pathway for development within paraplanning.
This is a non-advisory position and is suited to someone who enjoys the technical, analytical and documentation side of financial services.
The Role
Working closely with Consultants, Directors and Senior Paraplanners, the Trainee Paraplanner will support the preparation of compliant financial planning documentation and technical research.
Responsibilities will include:
- Assisting with research and technical analysis of client cases
- Supporting the drafting of suitability letters and reports
- Preparing documentation for client meetings
- Analysing client data and financial information
- Liaising with providers and internal teams
- Maintaining accurate and compliant client records
- Supporting ongoing review processes
- Assisting with technical queries and case preparation
You will receive structured exposure to complex cases and ongoing technical development within a collaborative team environment.
About You
This role will suit a candidate who:
- Has experience working within an IFA or financial planning environment
- Is working towards or has started Diploma qualifications in Regulated Financial Planning
- Has strong pensions knowledge (desirable)
- Demonstrates excellent attention to detail
- Is highly organised and confident working with technical documentation
- Has experience with Intelligent Office (advantageous)
- Has knowledge of platforms such as Quilter or Transact (beneficial)
- Is committed to developing a long-term career within paraplanning
Why Apply?
- Join a respected Independent Financial Advisory firm in Central London
- Clear technical development pathway within paraplanning
- Competitive salary of £35,000 – £45,000 (DOE)
- Supportive and professional working environment
- Genuine long-term career progression opportunities
Click apply below to be considered. Applications are being reviewed as they are received.
Trainee Paraplanner in London employer: Gordon Yates Recruitment Consultancy
Contact Detail:
Gordon Yates Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in IFAs or paraplanning. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial planning documentation. We recommend practising common interview questions with a friend or mentor to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects related to paraplanning during interviews. This will help you stand out and demonstrate your analytical abilities.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Trainee Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Paraplanner role. Highlight any relevant experience in financial planning or working with IFAs, and don’t forget to mention your attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how your background aligns with the responsibilities of the role. Keep it concise but engaging!
Showcase Your Technical Skills: Since this role involves a lot of technical documentation and analysis, make sure to highlight any experience you have with tools like Intelligent Office or platforms like Quilter and Transact. It’ll show us you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Gordon Yates Recruitment Consultancy
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around paraplanning and pensions. Familiarise yourself with the tools and platforms mentioned in the job description, like Intelligent Office, Quilter, or Transact. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Attention to Detail
As a Trainee Paraplanner, attention to detail is crucial. During the interview, be ready to discuss examples from your past work where your meticulousness made a difference. Whether it was preparing documentation or analysing client data, highlight how your careful approach led to successful outcomes.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to financial planning and the specific responsibilities of the role. This not only shows your genuine interest but also gives you a chance to assess if the company aligns with your career goals. Think about asking about their training programmes or how they support ongoing development.
✨Demonstrate Your Organisational Skills
Being organised is key in this role. Share strategies you use to manage your workload and keep track of multiple tasks. You might mention tools or methods you employ to stay organised, which can reassure the interviewers that you can handle the demands of the position effectively.
