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- Tasks: Join a dynamic team as a Trainee Paraplanner, supporting financial advisers and learning to grow client wealth.
- Company: A leading UK financial planning firm with a strong track record since 2004.
- Benefits: Enjoy a competitive salary, 25 days holiday, private medical insurance, and full support for your professional exams.
- Why this job: Kickstart your career in finance with hands-on training and a supportive culture focused on growth and progression.
- Qualifications: GCSE Grade 4 (C) or higher in English and Maths; degree or relevant experience preferred.
- Other info: No prior experience needed; just bring your eagerness to learn and a proactive mindset!
The predicted salary is between 29200 - 29200 £ per year.
Our client has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, with great success.
A leading UK financial planning firm is on the hunt for a bright, detail-driven individual to join their Investment Advisory Support Team as a Trainee Paraplanner. Whether you’re a recent grad, a career switcher, or someone with early exposure to financial services, this role is your gateway to a long-term, high-trust career path. You’ll get trained by industry pros, develop client-facing and technical skills, and work towards becoming a fully qualified Paraplanner. You’ll be working inside a tight-knit, high-performing team where you’re not just processing documents – you’re learning how to advise, analyse, and grow client wealth. The culture is positive, supportive, and built for people who want to progress.
Here are some of the day-to-day duties:
- Supporting Financial Advisers in delivering a tailored client service
- Producing annual review reports and maintaining key client records
- Preparing valuations, researching financial products, and drafting suitability reports
- Progressing into writing client-specific financial plans and recommendations
- Acting as a key contact for client communications and support
- Learning everything from compliance to investment portfolio reviews
- Working with databases, documentation, and financial software tools
- Attending client meetings and supporting advisers with follow-up actions
- Completing professional qualifications as part of a structured training programme.
Candidate Requirements:
You don’t need to have years of experience – we’re looking for someone eager to learn and grow.
Must-have:
- Minimum GCSE Grade 4 (C) or higher in English and Maths
- Either a degree (any subject) or relevant experience
- Strong communication skills and attention to detail
- Good time management and organisational ability
- A proactive, curious mindset and a team-first attitude
- Confidence using Word, Excel, and CRM/database systems
Nice to have (but not essential):
- Any experience in financial services, admin or client support
- Familiarity with regulatory frameworks (FCA, AML, GDPR, etc.)
£29,200 starting salary, reviewed annually
25 days holiday + bank holidays
Full financial support towards Paraplanning exams (training, CPD, and materials)
Private medical insurance
Group life, critical illness and income protection cover
Free parking
Access to industry mentors, ongoing development, and a clear path into advisory roles
Trainee Paraplanner employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Paraplanner. Understanding the basics of financial planning and investment strategies will not only boost your confidence but also impress the interviewers.
✨Tip Number 2
Network with professionals in the financial sector. Attend industry events or join online forums to connect with current Paraplanners or financial advisers. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your eagerness to learn by engaging with relevant online courses or certifications related to financial planning. Showing initiative in your professional development can set you apart from other candidates.
✨Tip Number 4
Prepare thoughtful questions about the company culture and training opportunities during your interview. This shows that you are genuinely interested in the role and eager to grow within the organisation.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Trainee Paraplanner role. Emphasise your attention to detail, communication skills, and any experience in financial services or client support.
Craft a Compelling Cover Letter: Write a cover letter that showcases your eagerness to learn and grow in the financial services sector. Mention why you are interested in this specific role and how your background makes you a suitable candidate.
Highlight Relevant Qualifications: Clearly state your GCSE results and any degrees or relevant qualifications. If you have experience with Word, Excel, or CRM systems, make sure to mention it as these are key skills for the role.
Show Enthusiasm for Learning: In your application, express your proactive mindset and curiosity about the financial industry. Highlight your willingness to complete professional qualifications and your interest in the structured training programme offered.
How to prepare for a job interview at JR United Kingdom
✨Show Your Eagerness to Learn
Since the role is aimed at those eager to grow, make sure to express your enthusiasm for learning. Share examples of how you've taken initiative in the past to acquire new skills or knowledge, especially in areas related to finance or client support.
✨Demonstrate Attention to Detail
As a Trainee Paraplanner, attention to detail is crucial. Prepare for the interview by reviewing your CV and any documents you submit. Be ready to discuss how you ensure accuracy in your work, perhaps by sharing specific instances where your attention to detail made a difference.
✨Prepare Questions About the Role
Interviews are a two-way street. Prepare thoughtful questions about the training programme, team dynamics, and what success looks like in this role. This shows that you're not only interested in the position but also in how you can contribute to the team's success.
✨Familiarise Yourself with Financial Regulations
While not essential, having a basic understanding of financial regulations like FCA, AML, and GDPR can set you apart. Brush up on these topics before the interview, as it demonstrates your proactive mindset and readiness to engage with the industry.
