At a Glance
- Tasks: Support financial advisers with client-focused activities and documentation preparation.
- Company: Independent financial advice business with a commitment to quality guidance.
- Benefits: Salary between £30,000 - £34,000, remote work, and ongoing development opportunities.
- Other info: Fully remote role with occasional travel for team meetings and training.
- Why this job: Gain exposure to high-net-worth clients and build a strong foundation in paraplanning.
- Qualifications: 3+ years in financial services, strong admin skills, and attention to detail.
Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day).
Salary: £30,000 - £34,000 (depending on experience).
About the Role:
Our client is an independent financial advice business committed to delivering clear, high-quality guidance to its customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes.
The Role:
This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.
Key Responsibilities:
- Assist financial advisers in preparing suitability reports and financial recommendations.
- Conduct research across pensions, investments, protection, and retirement planning.
- Maintain accurate and compliant client records across internal systems and provider platforms.
- Ensure all client files meet regulatory and compliance standards.
- Support administration tasks relating to new business submissions, client onboarding, and ongoing servicing and reviews.
- Action client-related transactions (e.g. contributions, withdrawals, fund switches).
- Collaborate with advisers and the wider team to deliver a seamless client experience.
- Monitor provider updates and regulatory changes relevant to recommendations.
- Develop technical knowledge of financial planning products and advice processes.
Requirements (Essential):
- Minimum 3+ years' experience within a financial services administration or financial advisory environment.
- Strong understanding of financial services processes and client life cycle.
- Solid administrative background with excellent organisational skills.
- High level of attention to detail and accuracy.
- Strong written communication skills, particularly for report preparation.
- Ability to work independently in a remote environment.
- Strong time management skills with the ability to prioritise workload.
Desirable Skills:
- Experience or exposure to paraplanning or report writing.
- Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT).
- Experience using financial planning or workflow systems.
Personal Attributes:
- Self-motivated and proactive.
- Resilient and able to manage busy periods (e.g. tax year-end).
- Comfortable working in a structured yet autonomous environment.
- Eager to learn and develop within financial services.
Working Pattern Environment:
- Fully remote working model.
- Occasional travel to Sheffield required for team meetings, training, and collaboration.
- Structured workflow system with task allocation based on complexity and timelines.
- Regular team development sessions, including technical and process training.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Trainee Paraplanner employer: Hays Specialist Recruitment Limited
Join a dynamic independent financial advice business that prioritises employee development and offers a fully remote working model, complemented by monthly team meetings in Sheffield. With a strong focus on compliance and structured workflows, this role as a Trainee Paraplanner provides excellent opportunities for growth within the financial services sector, allowing you to work with high-net-worth clients while enjoying a supportive and collaborative work culture.
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Trainee Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for paraplanning roles and practice your answers. Make sure you can showcase your understanding of financial services processes and your attention to detail, as these are key in this line of work.
✨Tip Number 3
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Trainee Paraplanner position. Plus, applying directly gives you a better chance of standing out to employers who value initiative.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trainee Paraplanner role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can support our advisers!
Show Off Your Writing Skills:Since strong written communication is key for this role, take the time to craft a clear and concise cover letter. Use it to showcase your attention to detail and ability to prepare reports, just like we do at StudySmarter.
Be Authentic:Let your personality shine through in your application. We’re looking for self-motivated and proactive individuals, so don’t be afraid to share your passion for financial planning and your eagerness to learn.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role!
How to prepare for a job interview at Hays Specialist Recruitment Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services processes, especially around pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Organisational Skills
Since this role requires a strong administrative background, be prepared to share examples of how you've managed your workload effectively in the past. Highlight any tools or systems you've used to stay organised, especially in a remote working environment.
✨Prepare for Technical Questions
Expect questions that test your understanding of suitability reports and compliance standards. Familiarise yourself with the key regulations and best practices in paraplanning so you can demonstrate your readiness to support advisers and maintain client records accurately.
✨Demonstrate Your Proactivity
This role values self-motivation and a proactive approach. Be ready to discuss instances where you've taken the initiative, whether it's learning new skills or improving processes. This will show that you're eager to grow within the financial services sector.
