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- Tasks: Join a dynamic team as a Trainee Paraplanner, supporting financial advisers and learning to grow client wealth.
- Company: A leading UK financial planning firm with a strong track record since 2004.
- Benefits: Enjoy a competitive salary, generous holiday, and full support for your professional qualifications.
- Why this job: Kickstart your career in finance with hands-on training and a supportive culture focused on growth.
- Qualifications: GCSE Grade 4 (C) or higher in English and Maths; degree or relevant experience preferred.
- Other info: No prior experience needed; just bring your eagerness to learn and a proactive mindset.
The predicted salary is between 29200 - 29200 £ 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.
The Job
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. You’ll be working inside a tight-knit, high-performing team where you’re not just processing documents – you’re learning how to advise, analyse, and grow client wealth. The culture is positive, supportive, and built for people who want to progress.
Here are some of the day-to-day duties:
- 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
- Acting as a key contact for client communications and support
- Learning everything from compliance to investment portfolio reviews
- Working with databases, documentation, and financial software tools
- Attending client meetings and supporting advisers with follow-up actions
- Completing professional qualifications as part of a structured training programme.
Candidate Requirements
You don’t need to have years of experience – we’re looking for someone eager to learn and grow.
Must-have:
- Minimum GCSE Grade 4 (C) or higher in English and Maths
- Either a degree (any subject) or relevant experience
- Strong communication skills and attention to detail
- Good time management and organisational ability
- A proactive, curious mindset and a team-first attitude
- Confidence using Word, Excel, and CRM/database systems
Nice to have (but not essential):
- Any experience in financial services, admin or client support
- Familiarity with regulatory frameworks (FCA, AML, GDPR, etc.)
Perks & 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
- Corporate cash plan + perks (e.g. Perkbox)
- Group life, critical illness and income protection cover
- Free parking
- Access to industry mentors, ongoing development, and a clear path into advisory roles
Trainee Paraplanner employer: GradBay
Contact Detail:
GradBay Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Paraplanner. Understanding the basics of financial planning and investment strategies will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with current Paraplanners or financial advisers. This can provide you with valuable insights and potentially lead to job referrals.
✨Tip Number 3
Demonstrate your eagerness to learn by seeking out relevant courses or certifications related to financial planning. Even if they are not mandatory, showing that you are proactive about your professional development can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by practising common questions related to client support and financial services. Be ready to discuss how your skills in communication and organisation can contribute to the team’s success, as these are key attributes for a Trainee Paraplanner.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Trainee Paraplanner role. Emphasise your attention to detail, communication skills, and any experience in financial services or client support.
Craft a Compelling Cover Letter: Write a cover letter that showcases your eagerness to learn and grow in the financial services sector. Mention why you are interested in this specific role and how your background makes you a suitable candidate.
Highlight Relevant Qualifications: Clearly state your educational qualifications, especially your GCSE results in English and Maths. If you have a degree or any relevant experience, make sure to include that as well.
Showcase Your Soft Skills: In your application, emphasise your strong communication skills, organisational abilities, and proactive mindset. These traits are essential for success in a team-oriented environment like the one described in the job posting.
How to prepare for a job interview at GradBay
✨Show Your Eagerness to Learn
Since the role is aimed at those eager to grow, make sure to express your enthusiasm for learning. Share examples of how you've taken initiative in the past to acquire new skills or knowledge, especially in financial services.
✨Demonstrate Attention to Detail
As a Trainee Paraplanner, attention to detail is crucial. Prepare for the interview by reviewing your CV and any documents you submit, ensuring there are no errors. You might also want to discuss how you've successfully managed detailed tasks in previous roles or studies.
✨Prepare Questions About the Role
Interviews are a two-way street. Prepare thoughtful questions about the training programme, team dynamics, and what success looks like in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.
✨Familiarise Yourself with Financial Regulations
While not essential, having a basic understanding of regulatory frameworks like FCA, AML, and GDPR can set you apart. Brush up on these topics before the interview, as it demonstrates your proactive approach and readiness to engage in the financial sector.
