Trainee Paraplanner (Hartley)

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