At a Glance
- Tasks: Support Financial Planners by managing advice cases and preparing client documentation.
- Company: Established financial services firm with over 40 years of experience.
- Benefits: Competitive salary, generous benefits, hybrid working, and professional development opportunities.
- Other info: Dynamic team environment with excellent career growth potential.
- Why this job: Join a respected firm and make a real difference in clients' financial journeys.
- Qualifications: CII Diploma part completion and 2 years in financial services administration required.
The predicted salary is between 33000 - 35000 £ per year.
Leicestershire
Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction.
My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Advisers Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner.
Please note, a minimum of 2 years experience within financial services administration is required along with a minimum of part completion of the CII Diploma qualification.
The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by:
- Taking ownership of advice cases.
- Gathering and checking client information.
- Preparing suitability reports.
- Helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice.
Key responsibilities include:
- Taking ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated.
- Preparing the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required.
- Providing follow-up support to the Financial Planner for new prospect enquiries and advice cases and acting as a key point of contact for clients throughout the initial advice process.
- Conducting regular follow-ups with providers on existing arrangements and providing timely updates to the Financial Planner and the client.
- Preparing or obtaining illustrations for pensions, investments and annuities, where required.
- Coordinating with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements.
- Using key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case.
- Working closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly.
- Working with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings.
- Providing peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover.
Requirements:
- Part Level 4 CII Diploma in Financial Planning as a minimum (or equivalent experience).
- A minimum of 2 years experience in a financial services administration role.
- Degree in Finance, Economics or Business (or equivalent work experience).
- Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc.
- Knowledge relating to pension, investment and protection products and their application in financial planning.
- Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role.
- Ability to create and maintain accurate computer-based records.
- Knowledge of Data Protection legislation.
- Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite).
Benefits include:
- Discretionary Bonus
- Life assurance
- Pension
- 24 days holiday increasing incrementally
- Health Cash Plan Scheme
- Free Parking
- Hybrid scheme following initial training and induction
Full Privacy Notice can be found on our website.
Trainee Paraplanner (Permanent) in Loughborough employer: North Oak Recruitment
Join a prestigious firm in Leicestershire that has been a leader in financial advice for over 40 years, managing over £1.1bn in client assets. As a Trainee Paraplanner, you'll benefit from a supportive work culture that prioritises employee growth, offering a generous benefits package including hybrid working options and a commitment to professional development. With recognition as one of the Best Financial Advisers to Work for, this is an excellent opportunity for those looking to advance their career in a dynamic and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner (Permanent) in Loughborough
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like North Oak Recruitment actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like North Oak Recruitment. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including North Oak Recruitment, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Paraplanner (Permanent) in Loughborough
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at North Oak Recruitment can help you grow your skills and knowledge in the field.
Tailor Your Application to North Oak Recruitment:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of North Oak Recruitment. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at North Oak Recruitment
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at North Oak Recruitment.
