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- Tasks: Assist in preparing financial plans and reports while researching investment options.
- Company: Join a passionate team at Concept Financial Services focused on client success.
- Benefits: Earn up to £30,000, enjoy 25 days holiday, and receive full study support.
- Why this job: Kickstart your career in financial planning with clear progression opportunities.
- Qualifications: Experience in financial services and working towards Level 4 Diploma in Financial Planning.
- Other info: Supportive team environment with a focus on your professional development.
The predicted salary is between 18000 - 42000 £ per year.
Junior Paraplanner – Cannock (WS11) – £30,000 DOE, study support, 25 days holiday
We\’re on the hunt for a Junior Paraplanner who is sharp, detail-oriented, and ambitious about building a long-term career in financial planning.
This is a fantastic opportunity for someone already working in financial services – perhaps as an IFA Administrator or Trainee Paraplanner – who is ready to take the next step. At Concept Financial Services, we’re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers, you’ll play a key part in supporting them to deliver outstanding advice and service.
What You’ll Be Doing
- Assisting in the preparation of financial plans, reports, and recommendations
- Researching investments, pensions, and protection products
- Drafting suitability reports in line with compliance requirements
- Working closely with advisers to gather client information and build accurate records
- Liaising with providers and keeping up-to-date with industry changes
What We\’re Looking For
- Already working in financial services (IFA admin, trainee paraplanner, or similar)
- Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent)
- Excellent attention to detail, organised, and proactive
- Strong written and verbal communication skills
- Familiarity with financial planning software (e.g. Xplan) is a bonus
What You’ll Get
- Salary up to £30,000 DOE
- Full study support to achieve your qualifications
- A clear progression path (Senior Paraplanner or future Adviser)
- 25 days holiday + bank holidays
- Supportive, close-knit team environment
- Primarily office-based role in Cannock (WS11), with a little flexibility when needed
If you’re ready to step up in your career and join a firm where your development is genuinely supported, we’d love to hear from you.
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Trainee Paraplanner employer: Integro Partners Ltd
Contact Detail:
Integro Partners Ltd Recruiting 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. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and think about how you can contribute. Practise common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or projects that demonstrate your attention to detail and organisational skills. This will help you stand out as a candidate who’s ready to hit the ground running.
✨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. Let’s get you on the path to becoming a Junior Paraplanner!
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 Junior Paraplanner role. Highlight your experience in financial services and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: As a Junior Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work – it shows you care!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Integro Partners Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, investments, and compliance requirements. Be ready to discuss how you’ve applied this knowledge in your previous roles, especially if you’ve worked as an IFA Administrator or Trainee Paraplanner.
✨Show Off Your Attention to Detail
Since the role requires excellent attention to detail, prepare examples that showcase your organisational skills. Think about times when your meticulousness made a difference in your work, like catching errors in reports or ensuring compliance.
✨Communicate Clearly
Strong written and verbal communication skills are key for this position. Practice explaining complex financial concepts in simple terms, as you might need to do this with clients or colleagues during the interview.
✨Familiarise Yourself with Financial Software
If you have experience with financial planning software like Xplan, be sure to mention it. If not, take some time to learn the basics before your interview. Showing initiative in this area can really impress the interviewers.
