Paraplanner - Trainee Financial Planner

Ready to Take the Next Step into Financial Advice?

Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner?

Recruit Wealth are delighted to be representing a highly successful, independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team. This is a fantastic opportunity to continue developing your technical and client contact expertise whilst working towards becoming a fully competent Financial Adviser.

Unlike many trainee adviser positions, you'll benefit from a structured career pathway, full study support, a generous basic salary and a continual flow of existing client opportunities from the very beginning.

If you've reached the point where you're ready to move beyond paraplanning and into client advice, this could be the opportunity you've been waiting for.

This hybrid role combines technical paraplanning with gradual exposure to client-facing financial planning, allowing you to build confidence before progressing into a fully-fledged advisory position.

You'll initially support advisers with complex technical work before progressively taking responsibility for your own client meetings, annual reviews and new client introductions.

All client opportunities are provided, allowing you to focus on delivering outstanding advice rather than business development.

• Producing high-quality suitability reports across pensions, investments and protection.
• Conducting technical research and preparing financial planning recommendations.
• Supporting experienced Financial Planners and attending client meetings.
• Gradually taking ownership of existing client relationships and new enquiries.
• Delivering holistic financial planning advice as your experience develops.
• Working within FCA compliance standards and maintaining exceptional client outcomes.
• Continuing your professional development

We're keen to speak with individuals who possess:

• Experience with in an Independent Financial Advice practice as a Paraplanner
• Strong technical report writing and suitability report experience.
• Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or very nearing completion.
• Excellent communication skills and a genuine desire to build a long‑term career as a Financial Planner.
• A professional, client-focused approach with excellent attention to detail.

• Up to £42,000 basic salary.
• Realistic Year Two earnings of £65,000+.
• Automatic salary increase to £48,000 upon achieving Competent Adviser Status (CAS).
• Uncapped bonus structure with no minimum threshold.
• Existing, on‑going client introductions
• Fully funded CII qualifications, exams and study support.
• Genuine long‑term career progression within a supportive and flexible Financial Planning business.
• The opportunity to build a rewarding advisory career without the pressure of generating your own leads.

This opportunity is based in Buxton and would suit applicants commuting from the Derbyshire areas.

Expectation to be in office for at least 2 days a week.

If you're an experienced Paraplanner ready to take the next step towards becoming a Financial Adviser, we'd love to hear from you as soon as possible.

Recruit Wealth specialises in recruiting across the UK Financial Planning and Wealth Management industry.