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 mentoring.
- Other info: Pathway to Junior Paraplanner role within 18–24 months.
- Why this job: Kickstart your finance career with hands-on experience and clear growth opportunities.
- 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 excellent employer for aspiring finance professionals, offering a supportive work culture that prioritises employee growth and development. With the opportunity to gain hands-on experience while working towards a Level 4 Diploma, you will benefit from hybrid working arrangements in London, alongside dedicated mentoring and a clear pathway to advance to a Junior Paraplanner role within 18–24 months.
