Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Trainee Paraplanner, supporting Financial Advisers and developing client-facing 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, private medical insurance, and full exam support.
- Why this job: Kickstart your career with training from industry pros and a clear path to becoming a qualified Paraplanner.
- Qualifications: Minimum GCSE Grade 4 in English and Maths; confidence with Word, Excel, and CRM systems required.
- Other info: Ideal for recent grads or career switchers looking for a long-term, rewarding career in finance.
The predicted salary is between 23200 - 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. 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.
- 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.
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.)
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
Trainee Paraplanner (Permanent) employer: GradBay
Contact Detail:
GradBay Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner (Permanent)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Paraplanner. Understanding the basics of financial planning, investment strategies, and compliance regulations will give you a solid foundation to discuss 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 valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your attention to detail and organisational skills in any interactions with the company. Whether it's through emails or during networking events, demonstrating these traits can set you apart as a candidate who is well-suited for the role.
✨Tip Number 4
Prepare thoughtful questions about the training programme and career progression opportunities within the firm. This not only shows your enthusiasm for the role but also your commitment to growing within the company.
We think you need these skills to ace Trainee Paraplanner (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience in financial services, administration, 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 Trainee Paraplanner position. Mention your educational background, any relevant experiences, and your eagerness to learn and grow within the financial planning sector.
Highlight Your Skills: In your application, specifically mention your familiarity with regulatory frameworks like FCA, AML, and GDPR. This shows that you understand the importance of compliance in the financial industry.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a Trainee Paraplanner.
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 support. This knowledge will help you tailor your answers and show genuine interest in the role.
✨Showcase Your Attention to Detail
As a Trainee 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 coursework or projects that demonstrate your ability to manage detailed information.
✨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 show that you are proactive and understand the importance of compliance in financial services.
✨Prepare Questions for Your Interviewers
Interviews are a two-way street. Prepare thoughtful questions about the training programme, team dynamics, and career progression opportunities. This not only shows your enthusiasm but also helps you assess if the company is the right fit for you.
