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Trainee Paraplanner – Financial Planning | Up to £34,000 + Hybrid Working + Benefits
An excellent opportunity has arisen for a motivated individual to join a leading Financial Planning team as a Trainee Paraplanner.
Salary: up to £34,000 per year
This is the ideal role for someone with experience working in a Financial Planning environment who is now looking to advance their technical knowledge and build a long-term career in Paraplanning. Full training and professional development are provided, offering a clear pathway to becoming a qualified Paraplanner while working alongside experienced Financial Planners and Client Support Managers.
The Trainee Paraplanner will support the delivery of high-quality financial advice to high-net-worth clients by assisting in the following areas:
- Client Analysis – Gathering and analysing client information, building cashflow models, and identifying client needs.
- Financial Planning Solutions – Supporting the creation of tailored recommendations across investments, pensions, tax, and estate planning.
- Report Writing – Assisting in the preparation of detailed financial reports and recommendation letters.
- Client Reviews – Preparing annual review packs, updating cashflow models, and analysing investment performance.
- Client Communication – Liaising with clients via email, phone, and in meetings to provide updates and ongoing support.
- Administrative Coordination – Working with the wider team to ensure smooth processing of applications and paperwork.
- Professional Collaboration – Engaging with third-party professionals, such as solicitors and accountants, to deliver joined-up financial strategies.
Candidate requirements:
- Minimum of 2 years’ experience working in a Financial Planning or Wealth Management firm
- Understanding of the financial planning process
- Strong communication skills and the ability to build lasting relationships with clients and colleagues
- High attention to detail, particularly in report writing and data management
- Eagerness to develop technical knowledge and progress within the profession
