At a Glance
- Tasks: Support financial advisers in preparing reports and conducting research for clients.
- 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 financial planning.
- Qualifications: 3+ years in financial services, strong organisational skills, and attention to detail.
The predicted salary is between 30000 - 34000 £ per year.
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:
- 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
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 closely with high-net-worth clients while honing your skills in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work as paraplanners or advisers. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for virtual interviews by practising common questions and showcasing your knowledge of financial planning. Make sure you’re comfortable with the tech too, so you can focus on impressing your interviewers!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience in financial services administration. Include examples of reports you've prepared or projects you've worked on to demonstrate your capabilities.
✨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 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 advisers and contribute to client outcomes!
Show Off Your Communication Skills:Since strong written communication is key for this role, ensure your application reflects that. Use clear and concise language, especially when detailing your experience with report preparation. We love a well-structured application!
Highlight Your Attention to Detail:This role requires a high level of accuracy, so don’t shy away from showcasing your attention to detail. Mention specific examples where your meticulousness made a difference in your previous roles. We appreciate candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy – just click 'apply now' and send us your up-to-date CV!
How to prepare for a job interview at Hays
✨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 ready to support advisers effectively.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. This will demonstrate your ability to thrive in a structured yet autonomous environment.
✨Prepare for Report Writing
As report preparation is a key part of the job, practice writing clear and concise reports. Bring a sample if you can, as this will highlight your strong written communication skills and attention to detail.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the team dynamics, training opportunities, and how they handle client onboarding. This shows your eagerness to learn and develop within the financial services sector.
