At a Glance
- Tasks: Support financial planners with client onboarding and data management.
- Company: Heronsgate Capital, a dynamic finance firm in London.
- Benefits: Hybrid working, full study support for Level 4 Diploma, and career progression.
- Other info: Clear path to becoming a Junior Paraplanner within 18–24 months.
- Why this job: Kickstart your finance career with hands-on experience and mentorship.
- Qualifications: Well-organised individuals eager to learn about financial planning.
The predicted salary is between 38250 - 46750 £ per year.
Heronsgate Capital is seeking a well-organised Trainee Paraplanner in London.
This entry-level role supports financial planners and paraplanners, handling client onboarding, data management and documentation.
You will gain hands-on experience in financial planning while working toward the Level 4 Diploma, with full study support.
The position offers hybrid working from the London office and development toward a Junior Paraplanner within 18–24 months, with mentoring and a clear framework for
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Trainee Paraplanner: Start a Finance Career (Diploma) employer: Heronsgate Capital
Heronsgate Capital is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee development and well-being. As a Trainee Paraplanner, you will benefit from comprehensive study support towards the Level 4 Diploma in Financial Planning, alongside hands-on experience in a boutique wealth management firm located in the heart of London. With a commitment to continuous professional development and a competitive benefits package, including generous annual leave and a discretionary bonus scheme, Heronsgate Capital is dedicated to fostering your growth in the financial planning profession.
