Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist financial planners in delivering top-notch financial advice and prepare essential documentation.
- Company: Join a forward-thinking, people-focused firm in Hull dedicated to your career growth.
- Benefits: Enjoy a £27,000 salary, full study support, private medical insurance, and 25+ days holiday.
- Why this job: Build a rewarding career in financial planning with a supportive team and clear progression path.
- Qualifications: Previous experience in financial services and a keen interest in pursuing Level 4 Diploma required.
- Other info: Participate in social events and enjoy a modern office environment with free parking.
The predicted salary is between 21600 - 37800 £ per year.
Location: Hull
Salary: £27,000
Full Study Support | Outstanding Benefits | Career Development
Are you looking for your next career move in financial planning? NJR Recruitment is proud to be working with a forward-thinking and people-focused firm in Hull that is looking to recruit a Trainee Paraplanner to join its growing team. This is an exciting opportunity for someone with administrative or technical experience in financial services who is eager to build a long-term career in paraplanning — with full support and a clear path toward qualifications and progression.
What You'll Be Doing:
- Preparing suitability reports and documentation
- Conducting product research and gathering information
- Assisting with cashflow modelling and technical analysis
- Supporting advisers with client preparation and review packs
- Participating in structured development to become a qualified Paraplanner
What We’re Looking For:
- Previous experience in a financial planning support or administration role
- Excellent attention to detail and written communication skills
- A genuine interest in building a career in financial advice
- Ideally working towards or keen to start Level 4 Diploma in Regulated Financial Planning
- A proactive and collaborative attitude
What’s in it for You?
- £27,000 salary
- Full study support, including paid exams & study materials
- Private medical insurance, critical illness, & death in service cover
- Company bonus scheme
- 25+ days holiday plus Christmas closure & wellbeing support
- Cycle to work scheme, gym membership, and regular social events
- Free onsite parking and a modern, well-equipped office space
If you’re ready to move up in financial planning with a supportive and growing team, we’d love to hear from you. Apply today or get in touch with NJR Recruitment for a confidential chat quoting NJR15774.
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums to connect with experienced paraplanners and financial advisers. This can provide you with valuable insights and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in paraplanning. Think about how you would handle client queries or assist in preparing reports, as this will showcase your problem-solving skills.
✨Tip Number 4
Showcase your enthusiasm for learning and development. Highlight any relevant courses or certifications you are pursuing, especially if they relate to the Level 4 Diploma in Regulated Financial Planning, as this aligns with the company's focus on career progression.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant administrative or technical experience in financial services. Emphasise skills like attention to detail and written communication, as these are crucial for the Trainee Paraplanner role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in building a career in financial advice. Mention your eagerness to pursue the Level 4 Diploma in Regulated Financial Planning and how you align with the company's values.
Showcase Relevant Skills: In your application, clearly outline any experience you have with preparing reports, conducting research, or supporting client preparation. Use specific examples to demonstrate your capabilities and proactive attitude.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role of Trainee Paraplanner.
How to prepare for a job interview at NJR Recruitment
✨Show Your Interest in Financial Planning
Make sure to express your genuine interest in building a career in financial advice. Research the company and its values, and be ready to discuss why you want to become a Trainee Paraplanner specifically with them.
✨Highlight Relevant Experience
Even if your experience is administrative or technical, emphasise how it relates to the role. Be prepared to discuss specific examples of how your skills can contribute to preparing suitability reports and conducting product research.
✨Demonstrate Attention to Detail
As attention to detail is crucial in this role, prepare to showcase your ability to produce accurate documentation. You might want to bring examples of your previous work that highlight your meticulousness.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to paraplanning and the support they provide for professional development. This shows your proactive attitude and eagerness to learn and grow within the firm.
