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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 IFA or financial planning and pursuing Diploma qualifications.
- 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
How to Apply
Click apply below to be considered. Applications are being reviewed as they are received.
Trainee Paraplanner 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
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector, especially those who work at IFAs. Attend industry events or webinars to make connections and learn more about the role of a Trainee Paraplanner.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Familiarise yourself with common paraplanning tasks and be ready to discuss how your experience aligns with the responsibilities listed in the job description.
✨Tip Number 3
Showcase your attention to detail! During interviews, highlight examples where you've successfully managed complex documentation or data analysis. This will demonstrate that you’re the right fit for the technical side of the role.
✨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
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant work within an IFA or financial planning environment, and don’t forget to mention your progress towards Diploma qualifications!
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 makes you a great fit for our team. Keep it concise but engaging!
Showcase Your Attention to Detail: Since this role involves a lot of technical documentation, make sure your application is free from typos and errors. This will demonstrate your attention to detail right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands quickly. Plus, we love seeing applications come through our own channels!
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 pensions and technical documentation. Familiarise yourself with the tools mentioned in the job description, like Intelligent Office, Quilter, or Transact, as this will show your commitment to the role.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past experience where your attention to detail made a difference. Whether it was drafting reports or analysing client data, be ready to discuss how you ensure accuracy in your work.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to paraplanning and the types of cases you might work on. This not only shows your interest but also helps you gauge if the company is the right fit for your career aspirations.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your workload and keep track of multiple tasks. Share specific strategies or tools you use to stay organised, as this is crucial for supporting consultants and maintaining accurate client records.
